Costco Wholesale Corporation shares owned by LWM Advisory Services
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $457k | 497 | 918.53 |
| 2025-06-30 | $490k | 495 | 989.93 |
| 2025-03-31 | $526k | 553 | 950.42 |
| 2024-12-31 | $505k | 553 | 912.79 |
| 2024-09-30 | $476k | 537 | 886.52 |
| 2024-06-30 | $203k | 239 | 849.99 |
| 2024-03-31 | $410k | 559 | 732.63 |
| 2023-12-31 | $383k | 580 | 660.08 |
| 2023-09-30 | $318k | 559 | 568.74 |
| 2023-06-30 | $302k | 570 | 530.59 |
| 2023-03-31 | $317k | 637 | 497.32 |
| 2022-12-31 | $299k | 637 | 468.84 |
| 2022-09-30 | $385k | 788 | 488.58 |
| 2022-06-30 | $339k | 701 | 483.59 |
| 2022-03-31 | $421k | 731 | 575.92 |
| 2021-12-31 | $418k | 736 | 567.93 |