Costco Wholesale Corporation shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 1.6k | 925.79 |
| 2025-06-30 | $1.5M | 1.5k | 990.22 |
| 2024-12-31 | $1.2M | 1.3k | 916.18 |
| 2024-09-30 | $1.2M | 1.3k | 886.40 |
| 2024-06-30 | $997k | 1.2k | 849.80 |
| 2024-03-31 | $375k | 512 | 732.11 |
| 2023-12-31 | $309k | 467 | 660.72 |
| 2023-09-30 | $265k | 469 | 565.42 |
| 2023-06-30 | $258k | 479 | 538.38 |
| 2023-03-31 | $251k | 505 | 496.87 |
| 2022-12-31 | $273k | 599 | 456.50 |
| 2022-09-30 | $281k | 595 | 472.27 |
| 2022-06-30 | $285k | 595 | 478.99 |
| 2022-03-31 | $216k | 375 | 576.00 |
| 2021-12-31 | $215k | 378 | 568.78 |