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
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Heirloom 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 Heirloom Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Heirloom Wealth Management
View all positions for Heirloom Wealth Management