Costco Wholesale Corporation shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Costco Wholesale Corporation by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $36M | 38k | 925.64 |
| 2025-06-30 | $35M | 36k | 989.95 |
| 2025-03-31 | $31M | 33k | 945.79 |
| 2024-12-31 | $28M | 30k | 916.26 |
| 2024-09-30 | $23M | 26k | 886.52 |
| 2024-06-30 | $21M | 24k | 849.99 |
| 2024-03-31 | $28M | 38k | 732.63 |
| 2023-09-30 | $18M | 31k | 564.96 |
| 2023-06-30 | $14M | 25k | 538.38 |
| 2023-03-31 | $12M | 24k | 496.88 |
| 2022-12-31 | $11M | 24k | 456.52 |
| 2022-09-30 | $7.7M | 16k | 472.24 |
| 2022-06-30 | $7.1M | 15k | 479.30 |
| 2022-03-31 | $7.0M | 12k | 575.85 |
| 2021-12-31 | $5.2M | 9.1k | 567.68 |
| 2021-09-30 | $3.3M | 7.3k | 449.28 |
| 2021-06-30 | $3.0M | 7.4k | 398.30 |
| 2021-03-31 | $2.5M | 7.1k | 352.75 |
| 2020-12-31 | $2.6M | 6.9k | 376.84 |
| 2020-09-30 | $289k | 813 | 355.47 |
| 2020-06-30 | $245k | 808 | 303.22 |
| 2020-03-31 | $233k | 816 | 285.54 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management