Costco Wholesale Corporation shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $622k | 636 | 978.51 |
| 2025-09-30 | $562k | 614 | 915.52 |
| 2025-06-30 | $499k | 514 | 970.48 |
| 2025-03-31 | $404k | 441 | 916.63 |
| 2024-12-31 | $396k | 430 | 920.93 |
| 2024-09-30 | $370k | 424 | 872.64 |
| 2024-06-30 | $282k | 336 | 839.29 |
| 2024-03-31 | $241k | 339 | 710.91 |
| 2023-12-31 | $240k | 337 | 712.17 |
| 2022-12-31 | $222k | 487 | 455.85 |