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
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All positions including Costco Wholesale Corporation held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
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