Costco Wholesale Corporation shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $589k | 647 | 910.94 |
| 2025-06-30 | $624k | 633 | 985.84 |
| 2025-03-31 | $610k | 633 | 963.41 |
| 2024-12-31 | $608k | 649 | 936.94 |
| 2024-09-30 | $574k | 647 | 887.38 |
| 2024-06-30 | $600k | 679 | 884.31 |
| 2024-03-31 | $496k | 693 | 715.97 |
| 2023-12-31 | $500k | 728 | 687.31 |
| 2023-09-30 | $438k | 774 | 565.63 |
| 2023-06-30 | $402k | 747 | 538.38 |
| 2023-03-31 | $367k | 743 | 493.59 |
| 2022-12-31 | $374k | 738 | 506.45 |
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