Costco Wholesale Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 2.3k | 925.63 |
| 2025-06-30 | $2.3M | 2.3k | 989.94 |
| 2025-03-31 | $2.3M | 2.5k | 945.78 |
| 2024-12-31 | $2.8M | 3.0k | 916.27 |
| 2024-09-30 | $2.8M | 3.1k | 886.52 |
| 2024-06-30 | $2.5M | 2.9k | 849.99 |
| 2024-03-31 | $2.1M | 2.9k | 732.63 |
| 2023-12-31 | $1.9M | 2.9k | 660.08 |
| 2023-09-30 | $1.6M | 2.9k | 564.93 |
| 2023-06-30 | $1.6M | 3.0k | 538.35 |
| 2023-03-31 | $1.4M | 2.9k | 496.84 |
| 2022-12-31 | $1.3M | 2.8k | 456.47 |
| 2022-09-30 | $1.5M | 3.2k | 472.31 |
| 2022-06-30 | $1.1M | 2.3k | 479.40 |
| 2022-03-31 | $1.3M | 2.2k | 576.00 |
| 2021-12-31 | $1.3M | 2.3k | 567.70 |
| 2021-09-30 | $974k | 2.2k | 449.32 |
| 2021-06-30 | $857k | 2.2k | 395.64 |
| 2021-03-31 | $764k | 2.2k | 352.45 |
| 2020-12-31 | $808k | 2.1k | 376.69 |
| 2020-09-30 | $797k | 2.2k | 354.97 |
| 2020-06-30 | $620k | 8 | 77500.00 |
| 2020-03-31 | $419k | 1.5k | 285.10 |
| 2019-12-31 | $355k | 1.2k | 293.88 |
| 2019-09-30 | $343k | 1.2k | 287.75 |
| 2019-06-30 | $315k | 1.2k | 264.22 |
| 2019-03-31 | $240k | 989 | 242.14 |
| 2018-12-31 | $201k | 989 | 203.24 |
| 2018-09-30 | $232k | 989 | 234.58 |
| 2018-06-30 | $208k | 989 | 210.31 |
| 2018-03-31 | $235k | 1.3k | 187.85 |
| 2017-12-31 | $235k | 1.3k | 185.48 |