Costco Wholesale Corporation shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 5.5k | 925.64 |
| 2025-06-30 | $5.6M | 5.6k | 989.95 |
| 2025-03-31 | $5.4M | 5.7k | 945.79 |
| 2024-12-31 | $5.3M | 5.7k | 923.51 |
| 2024-09-30 | $5.2M | 5.8k | 890.43 |
| 2024-06-30 | $5.1M | 5.8k | 886.85 |
| 2024-03-31 | $4.1M | 5.7k | 718.28 |
| 2023-09-30 | $3.3M | 5.8k | 572.24 |
| 2023-06-30 | $3.1M | 5.8k | 538.38 |
| 2023-03-31 | $3.0M | 6.0k | 497.73 |
| 2022-12-31 | $2.7M | 5.9k | 453.28 |
| 2022-09-30 | $2.8M | 5.9k | 482.43 |
| 2022-06-30 | $2.9M | 5.8k | 501.55 |
| 2022-03-31 | $3.3M | 5.7k | 575.49 |
| 2021-12-31 | $3.2M | 5.7k | 566.64 |
| 2021-09-30 | $2.6M | 5.7k | 449.39 |