Costco Wholesale Corporation shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $2.8M | 2.8k | 996.43 |
| 2024-03-31 | $17k | 23 | 745.35 |
| 2023-12-31 | $2.3k | 5 | 456.60 |
| 2023-09-30 | $2.8k | 5 | 565.00 |
| 2023-06-30 | $2.7k | 5 | 538.40 |
| 2023-03-31 | $2.5k | 5 | 497.00 |
| 2022-12-31 | $2.3k | 5 | 456.60 |
| 2022-09-30 | $2.4k | 5 | 472.40 |
| 2022-06-30 | $2.4k | 5 | 479.40 |
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