A detailed history of Up Strategic Wealth Investment Advisors LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Up Strategic Wealth Investment Advisors LLC holds 1,239 shares of COST stock, worth $1.18 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares
1,239
Previous 1,137 8.97%
Holding current value
$1.18 Million
Previous $966 Million 13.65%
% of portfolio
1.23%
Previous 1.46%

Shares

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

Nov 14, 2024

BUY
$801.83 - $917.05 $81,786 - $93,539
102 Added 8.97%
1,239 $1.1 Billion
Q2 2024

Aug 12, 2024

SELL
$704.88 - $870.75 $704 - $870
-1 Reduced 0.09%
1,137 $966 Million
Q4 2023

Feb 13, 2024

BUY
$543.03 - $681.24 $617,968 - $775,251
1,138 New
1,138 $751 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 $422B
  • 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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