Costco Wholesale Corporation shares owned by Ibex Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Ibex Wealth Advisors
from 13F filings
Historical chart of Ibex Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Ibex Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $857k | 925 | 925.93 |
| 2025-06-30 | $5.7M | 5.7k | 989.92 |
| 2025-03-31 | $5.3M | 5.6k | 945.74 |
| 2024-12-31 | $4.8M | 5.3k | 916.25 |
| 2024-06-30 | $5.8M | 6.8k | 849.99 |
| 2024-03-31 | $327k | 716 | 456.70 |
| 2023-12-31 | $2.3k | 4 | 581.00 |
| 2023-09-30 | $1.7M | 3.0k | 565.02 |
| 2023-03-31 | $302k | 607 | 497.53 |
| 2022-12-31 | $327k | 716 | 456.70 |
| 2022-09-30 | $1.9M | 4.0k | 472.26 |
| 2022-06-30 | $406k | 847 | 479.34 |
| 2022-03-31 | $2.9M | 5.0k | 575.94 |
| 2021-12-31 | $218k | 384 | 567.71 |
| 2021-09-30 | $150k | 334 | 449.10 |
| 2019-06-30 | $1.5M | 5.6k | 264.23 |
| 2018-09-30 | $2.9M | 12k | 234.61 |
| 2018-06-30 | $2.1M | 12k | 182.68 |
| 2018-03-31 | $2.1M | 12k | 182.68 |
| 2017-12-31 | $1.9M | 10k | 188.43 |
| 2017-09-30 | $1.5M | 9.7k | 154.58 |
| 2017-06-30 | $1.4k | 164 | 8.38 |
| 2017-03-31 | $959k | 5.7k | 166.93 |
| 2016-12-31 | $919k | 5.6k | 164.22 |
| 2016-09-30 | $730k | 4.8k | 152.53 |