A detailed history of Zimmermann Investment Management & Planning LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 2,240 shares of COST stock, worth $2.03 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
2,240
Previous 2,165 3.46%
Holding current value
$2.03 Million
Previous $1.84 Million 7.88%
% of portfolio
0.69%
Previous 0.65%

Shares

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

Oct 24, 2024

BUY
$801.83 - $917.05 $60,137 - $68,778
75 Added 3.46%
2,240 $1.99 Million
Q2 2024

Jul 26, 2024

BUY
$704.88 - $870.75 $91,634 - $113,197
130 Added 6.39%
2,165 $1.84 Million
Q1 2024

Apr 22, 2024

BUY
$644.69 - $785.59 $178,579 - $217,608
277 Added 15.76%
2,035 $1.49 Million
Q4 2023

Jan 22, 2024

BUY
$543.03 - $681.24 $248,164 - $311,326
457 Added 35.13%
1,758 $1.16 Million
Q3 2023

Oct 31, 2023

SELL
$525.05 - $568.63 $19,951 - $21,607
-38 Reduced 2.84%
1,301 $735,000
Q2 2023

Jul 13, 2023

BUY
$482.76 - $538.38 $15,448 - $17,228
32 Added 2.45%
1,339 $720,000
Q1 2023

Apr 25, 2023

BUY
$450.19 - $523.43 $9,904 - $11,515
22 Added 1.71%
1,307 $649,000
Q4 2022

Jan 20, 2023

SELL
$452.99 - $539.25 $48,016 - $57,160
-106 Reduced 7.62%
1,285 $0
Q3 2022

Nov 01, 2022

BUY
$466.4 - $560.96 $73,224 - $88,070
157 Added 12.72%
1,391 $657,000
Q2 2022

Jul 28, 2022

BUY
$416.43 - $608.05 $24,985 - $36,483
60 Added 5.11%
1,234 $591,000
Q1 2022

Apr 18, 2022

BUY
$477.32 - $576.47 $52,027 - $62,835
109 Added 10.23%
1,174 $676,000
Q4 2021

Feb 03, 2022

BUY
$440.14 - $567.77 $468,749 - $604,675
1,065 New
1,065 $604,000

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 $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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