A detailed history of Wescott Financial Advisory Group, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,164 shares of COST stock, worth $1.11 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,164
Previous 1,196 2.68%
Holding current value
$1.11 Million
Previous $1.02 Million 1.48%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Nov 12, 2024

SELL
$801.83 - $917.05 $25,658 - $29,345
-32 Reduced 2.68%
1,164 $1.03 Million
Q2 2024

Aug 14, 2024

BUY
$704.88 - $870.75 $843,036 - $1.04 Million
1,196 New
1,196 $1.02 Million
Q4 2023

Feb 13, 2024

BUY
$543.03 - $681.24 $172,140 - $215,953
317 New
317 $209,000
Q2 2022

Jul 28, 2022

SELL
$416.43 - $608.05 $178,232 - $260,245
-428 Closed
0 $0
Q1 2022

May 16, 2022

BUY
$477.32 - $576.47 $4,773 - $5,764
10 Added 2.39%
428 $246,000
Q4 2021

Jan 31, 2022

BUY
$440.14 - $567.77 $183,978 - $237,327
418 New
418 $237,000

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 $423B
  • 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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