Costco Wholesale Corporation shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 3.9k | 732.71 |
| 2023-12-31 | $2.6M | 3.9k | 660.16 |
| 2023-09-30 | $2.2M | 4.0k | 564.93 |
| 2023-06-30 | $2.1M | 3.9k | 538.37 |
| 2023-03-31 | $2.0M | 3.9k | 496.93 |
| 2022-12-31 | $1.8M | 3.9k | 456.46 |
| 2022-09-30 | $1.8M | 3.8k | 479.05 |
| 2022-06-30 | $1.9M | 4.0k | 479.18 |
| 2022-03-31 | $2.3M | 3.9k | 576.31 |
| 2021-12-31 | $2.2M | 3.9k | 567.86 |
| 2021-09-30 | $1.8M | 3.9k | 446.22 |
| 2021-06-30 | $1.5M | 3.8k | 395.76 |
| 2021-03-31 | $1.3M | 3.6k | 368.58 |
| 2020-12-31 | $1.0M | 2.7k | 376.82 |
| 2020-09-30 | $949k | 2.7k | 355.16 |
| 2020-06-30 | $675k | 2.2k | 303.23 |
| 2020-03-31 | $633k | 2.2k | 284.88 |
| 2019-12-31 | $654k | 2.2k | 293.93 |