Costco Wholesale Corporation shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $380k | 402 | 945.76 |
| 2024-12-31 | $375k | 409 | 915.59 |
| 2024-09-30 | $362k | 408 | 886.93 |
| 2024-06-30 | $347k | 408 | 849.23 |
| 2024-03-31 | $290k | 439 | 659.72 |
| 2023-12-31 | $290k | 439 | 659.72 |
| 2023-09-30 | $246k | 436 | 565.07 |
| 2023-06-30 | $224k | 415 | 538.49 |
| 2022-12-31 | $209k | 408 | 512.25 |