Summit Financial Strategies »

Costco Wholesale Corporation shares owned by Summit Financial Strategies

Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Summit Financial Strategies from 13F filings

Historical chart of Summit Financial Strategies investment in Costco Wholesale Corporation

Tip: Access up to 7 years of quarterly data

All positions including Costco Wholesale Corporation held by Summit Financial Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Costco Wholesale Corporation by Summit Financial Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $317k 358 886.58
2024-06-30 $338k 397 850.04
2024-03-31 $281k 384 732.66
2023-09-30 $228k 404 564.99
2021-12-31 $286k 504 567.46
2021-09-30 $222k 494 449.39