Costco Wholesale Corporation shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $261k | 303 | 861.14 |
| 2025-09-30 | $280k | 302 | 926.56 |
| 2025-06-30 | $290k | 293 | 990.03 |
| 2025-03-31 | $311k | 329 | 945.39 |
| 2024-12-31 | $301k | 329 | 915.12 |
| 2024-09-30 | $310k | 349 | 887.23 |
| 2024-06-30 | $303k | 357 | 849.78 |
| 2024-03-31 | $255k | 349 | 731.61 |
| 2023-12-31 | $230k | 348 | 660.34 |
| 2023-09-30 | $205k | 364 | 564.42 |
| 2023-06-30 | $252k | 469 | 537.98 |
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