Costco Wholesale Corporation shares owned by Summit Financial
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $299k | 408 | 732.63 |
| 2023-12-31 | $269k | 408 | 660.08 |
| 2023-09-30 | $254k | 450 | 564.96 |
| 2023-06-30 | $242k | 450 | 538.38 |
| 2023-03-31 | $224k | 450 | 496.87 |
| 2022-12-31 | $205k | 450 | 455.56 |
| 2022-09-30 | $213k | 450 | 473.33 |
| 2022-06-30 | $216k | 450 | 480.00 |
| 2022-03-31 | $259k | 450 | 575.56 |
| 2021-12-31 | $287k | 505 | 568.32 |
| 2021-09-30 | $227k | 505 | 449.51 |
| 2020-12-31 | $216k | 574 | 376.31 |
| 2020-09-30 | $204k | 574 | 355.40 |