Costco Wholesale Corporation shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.9M | 3.4k | 849.88 |
| 2024-03-31 | $2.5M | 3.5k | 732.56 |
| 2023-12-31 | $2.3M | 3.5k | 660.09 |
| 2023-09-30 | $1.9M | 3.4k | 565.01 |
| 2023-06-30 | $1.8M | 3.4k | 538.42 |
| 2023-03-31 | $1.7M | 3.4k | 496.83 |
| 2022-12-31 | $1.5M | 3.3k | 456.47 |
| 2022-09-30 | $1.6M | 3.4k | 466.31 |
| 2022-06-30 | $1.6M | 3.3k | 479.17 |
| 2022-03-31 | $1.8M | 3.2k | 576.00 |
| 2021-12-31 | $1.9M | 3.4k | 567.59 |
| 2021-09-30 | $1.5M | 3.4k | 449.25 |
| 2021-06-30 | $1.1M | 2.9k | 395.77 |
| 2021-03-31 | $1.0M | 2.8k | 352.34 |
| 2020-12-31 | $1.0M | 2.7k | 376.87 |
| 2020-09-30 | $906k | 2.6k | 354.88 |
| 2020-06-30 | $784k | 2.6k | 303.29 |
| 2020-03-31 | $734k | 2.6k | 285.27 |
| 2019-12-31 | $716k | 2.4k | 294.05 |
| 2019-09-30 | $701k | 2.4k | 287.89 |
| 2019-06-30 | $686k | 2.4k | 281.26 |
| 2019-03-31 | $590k | 2.4k | 242.00 |
| 2018-12-31 | $496k | 2.4k | 203.53 |