Costco Wholesale Corporation shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.6M | 9.7k | 886.54 |
| 2024-06-30 | $7.8M | 9.1k | 849.98 |
| 2024-03-31 | $6.2M | 8.5k | 732.61 |
| 2023-12-31 | $5.6M | 8.5k | 660.04 |
| 2023-09-30 | $4.8M | 8.6k | 564.97 |
| 2023-06-30 | $4.6M | 8.6k | 538.39 |
| 2023-03-31 | $4.3M | 8.6k | 496.86 |
| 2022-12-31 | $4.0M | 8.8k | 456.52 |
| 2022-09-30 | $4.2M | 8.8k | 472.32 |
| 2022-06-30 | $4.2M | 8.8k | 479.30 |
| 2022-03-31 | $5.0M | 8.8k | 575.78 |
| 2021-12-31 | $5.0M | 8.7k | 567.72 |
| 2021-09-30 | $4.0M | 8.8k | 449.31 |
| 2021-06-30 | $3.5M | 8.8k | 395.63 |
| 2021-03-31 | $3.1M | 8.9k | 352.52 |
| 2020-12-31 | $3.4M | 9.0k | 376.80 |
| 2020-09-30 | $3.2M | 9.0k | 354.95 |
| 2020-06-30 | $2.7M | 9.0k | 303.26 |
| 2020-03-31 | $2.6M | 9.0k | 285.08 |
| 2019-12-31 | $3.0M | 3.0k | 1000.00 |
| 2019-09-30 | $3.0M | 10k | 288.13 |
| 2019-06-30 | $2.9M | 11k | 264.30 |
| 2019-03-31 | $2.7M | 11k | 242.12 |
| 2018-12-31 | $2.3M | 11k | 203.75 |
| 2018-09-30 | $2.5M | 11k | 233.79 |
| 2018-06-30 | $2.3M | 11k | 208.87 |
| 2018-03-31 | $2.1M | 11k | 197.22 |
| 2017-12-31 | $3.2M | 17k | 186.49 |
| 2017-09-30 | $2.8M | 17k | 164.02 |
| 2017-06-30 | $2.7M | 17k | 159.92 |
More positions owned by Institute For Wealth Management
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