Costco Wholesale Corporation shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Heritage 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 Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 1.8k | 925.65 |
| 2025-06-30 | $1.8M | 1.8k | 989.95 |
| 2025-03-31 | $1.7M | 1.8k | 945.78 |
| 2024-12-31 | $1.6M | 1.7k | 916.27 |
| 2024-09-30 | $1.5M | 1.7k | 886.52 |
| 2024-06-30 | $1.5M | 1.7k | 885.67 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management