Costco Wholesale Corporation shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Costco Wholesale Corporation
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All positions including Costco Wholesale Corporation held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Costco Wholesale Corporation by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $366k | 554 | 660.08 |
| 2023-09-30 | $320k | 567 | 564.96 |
| 2023-06-30 | $305k | 567 | 538.38 |
| 2023-03-31 | $548k | 1.1k | 496.87 |
| 2022-12-31 | $692k | 1.5k | 456.50 |
| 2022-09-30 | $687k | 1.5k | 472.49 |
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