A detailed history of Tandem Wealth Advisors LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 884 shares of COST stock, worth $801,849. This represents 0.4% of its overall portfolio holdings.

Number of Shares
884
Previous 819 7.94%
Holding current value
$801,849
Previous $696,000 12.5%
% of portfolio
0.4%
Previous 0.37%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$801.83 - $917.05 $52,118 - $59,608
65 Added 7.94%
884 $783,000
Q1 2024

May 09, 2024

SELL
$644.69 - $785.59 $45,772 - $55,776
-71 Reduced 7.98%
819 $600,000
Q4 2023

Jan 17, 2024

SELL
$543.03 - $681.24 $12,489 - $15,668
-23 Reduced 2.52%
890 $587,000
Q3 2023

Oct 27, 2023

SELL
$525.05 - $568.63 $4,725 - $5,117
-9 Reduced 0.98%
913 $515,000
Q2 2023

Aug 16, 2023

BUY
$482.76 - $538.38 $23,172 - $25,842
48 Added 5.49%
922 $496 Million
Q4 2022

Feb 23, 2023

BUY
$452.99 - $539.25 $395,913 - $471,304
874 New
874 $399 Million

Others Institutions Holding COST

About COSTCO WHOLESALE CORP


  • Ticker COST
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 442,604,000
  • Market Cap $401B
  • Description
  • Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. It offers branded and private-label products in a range of merchandise categories. The company o...
More about COST
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