Costco Wholesale Corporation shares owned by Shared Vision Wealth Group
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Shared Vision Wealth Group
from 13F filings
Historical chart of Shared Vision Wealth Group investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Shared Vision Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $887k | 939 | 944.64 |
| 2025-06-30 | $880k | 936 | 939.77 |
| 2025-03-31 | $871k | 921 | 946.13 |
| 2024-12-31 | $844k | 921 | 915.94 |
| 2024-09-30 | $940k | 1.1k | 886.44 |
| 2024-06-30 | $900k | 1.1k | 849.91 |
| 2024-03-31 | $256k | 350 | 732.21 |
| 2023-12-31 | $253k | 383 | 660.59 |
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