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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

Tip: Access up to 7 years of quarterly data

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

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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
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