Purchases and Sales Made in Q4 2024 in Costco Wholesale Corp (COST)
This table provides information about the institutional ownership of Costco Wholesale Corp (COST) during Q4 2024. The information is specifically focused on institutions that hold shares of COSTCO WHOLESALE CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-4- 0.25% |
$3.49K - $3.98K
|
1.58K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-4- 0.32% |
$3.49K - $3.98K
|
1.23K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4- 0.08% |
$3.49K - $3.98K
|
5.3K
$5.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.37% |
$3.49K - $3.98K
|
1.07K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-4- 0.27% |
$3.49K - $3.98K
|
1.5K
$1.43M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-5- 0.25% |
$4.37K - $4.97K
|
2K
$1.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
SELL
|
- |
-5- 0.62% |
$4.37K - $4.97K
|
800
$763K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5- 0.36% |
$4.37K - $4.97K
|
1.38K
$1.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Mc Carthy & Cox
Marysville, OH |
SELL
|
- |
-5- 1.69% |
$4.37K - $4.97K
|
291
$278K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-5- 2.18% |
$4.37K - $4.97K
|
224
$214K
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-5- 1.4% |
$4.37K - $4.97K
|
353
$337K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-5- 0.15% |
$4.37K - $4.97K
|
3.29K
$3.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Stapp Wealth Management, Pllc
Olympia, WA |
SELL
|
- |
-5- 1.93% |
$4.37K - $4.97K
|
254
$242K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-5- 0.28% |
$4.37K - $4.97K
|
1.77K
$1.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
SELL
|
- |
-5- 0.22% |
$4.37K - $4.97K
|
2.23K
$2.13M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-5- 0.22% |
$4.37K - $4.97K
|
2.25K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-5- 0.77% |
$4.37K - $4.97K
|
648
$618K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-5- 0.58% |
$4.37K - $4.97K
|
853
$814K
|
|
|
Jan 30, 2025
Q4 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-5- 0.77% |
$4.37K - $4.97K
|
646
$616K
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-5- 10.0% |
$4.37K - $4.97K
|
45
$42.9K
|
|
|
Feb 04, 2025
Q4 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-5- 1.96% |
$4.37K - $4.97K
|
250
$238K
|
|
|
Feb 04, 2025
Q4 2024
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-5- 0.27% |
$4.37K - $4.97K
|
1.87K
$1.78M
|
|
|
Feb 05, 2025
Q4 2024
|
Athena Investment Management
|
SELL
|
- |
-5- 2.13% |
$4.37K - $4.97K
|
230
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-5- 1.35% |
$4.37K - $4.97K
|
365
$348K
|
|
|
Feb 11, 2025
Q4 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-5- 0.41% |
$4.37K - $4.97K
|
1.21K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-5- 0.27% |
$4.37K - $4.97K
|
1.84K
$1.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-5- 0.36% |
$4.37K - $4.97K
|
1.39K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-5- 3.85% |
$4.37K - $4.97K
|
125
$119K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-6- 0.29% |
$5.24K - $5.97K
|
2.07K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-6- 0.2% |
$5.24K - $5.97K
|
2.96K
$2.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-6- 0.41% |
$5.24K - $5.97K
|
1.47K
$1.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
SELL
|
- |
-6- 0.23% |
$5.24K - $5.97K
|
2.61K
$2.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-6- 1.07% |
$5.24K - $5.97K
|
557
$531K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
SELL
|
- |
-6- 0.04% |
$5.24K - $5.97K
|
15K
$14.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-6- 0.69% |
$5.24K - $5.97K
|
858
$818K
|
|
|
Feb 04, 2025
Q4 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
SELL
|
- |
-6- 0.18% |
$5.24K - $5.97K
|
3.3K
$3.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-6- 0.07% |
$5.24K - $5.97K
|
9.01K
$8.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6- 0.12% |
$5.24K - $5.97K
|
5.08K
$4.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-6- 0.8% |
$5.24K - $5.97K
|
747
$713K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-6- 3.35% |
$5.24K - $5.97K
|
173
$165K
|
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-6- 0.46% |
$5.24K - $5.97K
|
1.31K
$1.25M
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
SELL
|
- |
-7- 0.81% |
$6.12K - $6.96K
|
861
$821K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-7- 0.33% |
$6.12K - $6.96K
|
2.14K
$2.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7- 0.57% |
$6.12K - $6.96K
|
1.21K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-7- 0.91% |
$6.12K - $6.96K
|
765
$730K
|
|
|
Jan 21, 2025
Q4 2024
|
Pflug Koory, LLC
|
SELL
|
- |
-7- 2.3% |
$6.12K - $6.96K
|
298
$284K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-7- 0.76% |
$6.12K - $6.96K
|
917
$875K
|
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-7- 3.08% |
$6.12K - $6.96K
|
220
$210K
|
|
|
Feb 03, 2025
Q4 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-7- 0.5% |
$6.12K - $6.96K
|
1.39K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-7- 0.04% |
$6.12K - $6.96K
|
19.6K
$18.7M
|