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