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 | $12M | 16k | 732.62 |
| 2023-12-31 | $14M | 20k | 675.17 |
| 2023-09-30 | $11M | 19k | 564.95 |
| 2023-06-30 | $8.3M | 16k | 538.39 |
| 2023-03-31 | $2.2M | 4.4k | 496.85 |
| 2022-12-31 | $2.0M | 4.3k | 456.52 |
| 2022-09-30 | $2.9M | 6.1k | 472.29 |
| 2022-06-30 | $2.6M | 5.3k | 479.29 |
| 2022-03-31 | $2.7M | 4.7k | 575.86 |
| 2021-12-31 | $2.3M | 4.1k | 567.71 |
| 2021-09-30 | $1.3M | 3.0k | 449.35 |
| 2021-06-30 | $544k | 1.4k | 395.67 |