Costco Wholesale Corporation shares owned by Heirloom Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Heirloom Wealth Management
from 13F filings
Historical chart of Heirloom Wealth Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 1.4k | 862.19 |
| 2025-09-30 | $1.4M | 1.5k | 925.78 |
| 2025-06-30 | $1.5M | 1.6k | 990.24 |
| 2025-03-31 | $1.5M | 1.6k | 945.65 |
| 2024-12-31 | $1.5M | 1.7k | 916.31 |
| 2024-09-30 | $1.0M | 1.1k | 886.75 |
| 2024-06-30 | $967k | 1.1k | 850.32 |
| 2024-03-31 | $826k | 1.1k | 732.35 |
| 2023-12-31 | $746k | 1.1k | 659.93 |
| 2023-09-30 | $639k | 1.1k | 564.81 |
| 2023-06-30 | $612k | 1.1k | 538.60 |
| 2023-03-31 | $565k | 1.1k | 496.98 |
| 2022-12-31 | $518k | 1.1k | 456.68 |
| 2022-06-30 | $293k | 546 | 536.63 |
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