Costco Wholesale Corporation shares owned by Summit Financial Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Summit Financial Wealth Advisors
from 13F filings
Historical chart of Summit Financial Wealth Advisors investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Summit Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $751k | 819 | 917.34 |
| 2025-03-31 | $373k | 394 | 945.78 |
| 2024-12-31 | $383k | 381 | 1005.83 |
| 2024-09-30 | $356k | 401 | 886.52 |
| 2024-06-30 | $341k | 401 | 849.99 |
| 2024-03-31 | $294k | 401 | 732.63 |
| 2023-12-31 | $227k | 344 | 660.08 |
| 2015-09-30 | $2.0k | 20 | 100.00 |
| 2015-06-30 | $2.0k | 20 | 100.00 |
| 2015-03-31 | $3.0k | 20 | 150.00 |
| 2014-12-31 | $3.0k | 20 | 150.00 |
More positions owned by Summit Financial Wealth Advisors
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