Costco Wholesale Corporation shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 817 | 925.63 |
| 2025-06-30 | $809k | 817 | 989.94 |
| 2025-03-31 | $777k | 822 | 945.78 |
| 2024-12-31 | $753k | 822 | 916.27 |
| 2024-09-30 | $729k | 822 | 886.52 |
| 2024-06-30 | $429k | 505 | 849.99 |
| 2024-03-31 | $420k | 543 | 772.47 |
| 2023-12-31 | $338k | 500 | 675.08 |
| 2023-09-30 | $296k | 500 | 591.82 |
| 2023-03-31 | $266k | 538 | 494.42 |
| 2022-12-31 | $228k | 500 | 456.50 |
| 2022-09-30 | $710k | 16k | 43.87 |
| 2022-06-30 | $240k | 500 | 479.28 |