Costco Wholesale Corporation shares owned by Lee Financial
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 1.3k | 925.53 |
| 2025-06-30 | $1.2M | 1.2k | 990.23 |
| 2025-03-31 | $1.1M | 1.1k | 945.87 |
| 2024-12-31 | $1.1M | 1.3k | 916.18 |
| 2024-09-30 | $1.1M | 1.3k | 886.25 |
| 2024-06-30 | $1.2M | 1.5k | 850.19 |
| 2024-03-31 | $1.4M | 1.9k | 732.65 |
| 2023-12-31 | $1.3M | 1.9k | 664.72 |
| 2023-09-30 | $464k | 821 | 565.24 |
| 2023-06-30 | $427k | 793 | 538.41 |
| 2023-03-31 | $558k | 1.1k | 497.06 |
| 2022-12-31 | $636k | 1.4k | 456.50 |
| 2022-09-30 | $469k | 994 | 471.83 |
| 2022-06-30 | $266k | 554 | 480.14 |
| 2022-03-31 | $340k | 591 | 575.30 |
| 2021-12-31 | $332k | 584 | 568.49 |
| 2021-09-30 | $244k | 544 | 448.53 |
| 2021-06-30 | $259k | 655 | 395.42 |
| 2021-03-31 | $231k | 655 | 352.67 |
| 2020-12-31 | $247k | 655 | 377.10 |
| 2020-09-30 | $233k | 655 | 355.73 |
| 2020-06-30 | $168k | 555 | 302.70 |
| 2020-03-31 | $158k | 555 | 284.68 |
| 2019-12-31 | $163k | 555 | 293.69 |
| 2019-09-30 | $160k | 555 | 288.29 |
| 2019-06-30 | $147k | 555 | 264.86 |
| 2019-03-31 | $134k | 555 | 241.44 |
| 2018-12-31 | $113k | 555 | 203.60 |
| 2018-09-30 | $130k | 555 | 234.23 |
| 2018-06-30 | $71k | 339 | 209.82 |
| 2018-03-31 | $64k | 339 | 187.50 |
| 2017-12-31 | $42k | 224 | 187.50 |
| 2017-09-30 | $50k | 302 | 165.56 |
| 2017-06-30 | $36k | 224 | 160.71 |
| 2017-03-31 | $38k | 224 | 169.64 |
| 2016-12-31 | $48k | 297 | 161.62 |