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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

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Quarterly reported holdings in Costco Wholesale Corporation by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $202k 238 849.99
2022-12-31 $346k 758 456.50
2022-09-30 $226k 479 471.82
2022-06-30 $182k 379 479.28
2022-03-31 $470k 816 575.98
2021-09-30 $349k 777 449.16
2021-06-30 $322k 814 395.58
2021-03-31 $326k 926 352.05