Costco Wholesale Corporation shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 5.4k | 925.63 |
| 2025-06-30 | $5.4M | 5.4k | 989.94 |
| 2025-03-31 | $5.1M | 5.4k | 945.78 |
| 2024-12-31 | $4.9M | 5.3k | 916.27 |
| 2024-09-30 | $6.8M | 7.7k | 886.52 |
| 2024-06-30 | $6.5M | 7.7k | 849.99 |
| 2024-03-31 | $5.6M | 7.6k | 732.53 |
| 2023-09-30 | $4.3M | 7.6k | 564.96 |
| 2023-06-30 | $4.0M | 7.5k | 538.39 |
| 2023-03-31 | $3.7M | 7.5k | 496.87 |
| 2022-12-31 | $3.4M | 7.5k | 456.50 |
| 2022-09-30 | $3.6M | 7.5k | 472.29 |
| 2022-06-30 | $3.6M | 7.5k | 479.32 |
| 2022-03-31 | $4.3M | 7.5k | 575.84 |
| 2021-12-31 | $4.3M | 7.5k | 567.75 |
| 2021-09-30 | $3.4M | 7.5k | 449.22 |
| 2021-06-30 | $4.6M | 12k | 395.60 |
| 2021-03-31 | $4.3M | 12k | 375.24 |
| 2020-12-31 | $208k | 551 | 377.50 |