Costco Wholesale Corporation shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Costco Wholesale Corporation by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 1.2k | 925.63 |
| 2025-06-30 | $1.2M | 1.2k | 989.94 |
| 2025-03-31 | $1.2M | 1.2k | 945.78 |
| 2024-12-31 | $1.1M | 1.2k | 916.27 |
| 2024-09-30 | $1.1M | 1.2k | 886.52 |
| 2024-06-30 | $1.1M | 1.3k | 849.99 |
| 2024-03-31 | $966k | 1.3k | 732.63 |
| 2023-12-31 | $800k | 1.2k | 650.65 |
| 2023-09-30 | $671k | 1.2k | 564.96 |
| 2023-06-30 | $671k | 1.2k | 538.38 |
| 2023-03-31 | $595k | 1.2k | 496.87 |
| 2022-12-31 | $538k | 1.2k | 456.50 |
| 2022-09-30 | $629k | 1.3k | 472.22 |
| 2022-06-30 | $607k | 1.3k | 479.08 |
| 2021-12-31 | $663k | 1.2k | 568.12 |
| 2021-09-30 | $518k | 1.2k | 449.65 |
| 2021-06-30 | $459k | 1.2k | 398.44 |
| 2021-03-31 | $409k | 1.2k | 355.03 |
| 2020-12-31 | $434k | 1.2k | 376.74 |