Costco Wholesale Corporation shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 32k | 925.63 |
| 2025-06-30 | $3.9M | 3.9k | 989.94 |
| 2025-03-31 | $3.7M | 3.9k | 945.78 |
| 2024-12-31 | $6.8M | 7.4k | 909.81 |
| 2024-09-30 | $3.0M | 3.4k | 886.61 |
| 2024-06-30 | $2.9M | 3.4k | 849.99 |
| 2024-03-31 | $2.6M | 3.5k | 732.70 |
| 2023-12-31 | $2.2M | 3.3k | 660.14 |
| 2023-09-30 | $1.9M | 3.3k | 565.01 |
| 2023-06-30 | $1.9M | 3.5k | 538.42 |
| 2023-03-31 | $1.7M | 3.5k | 496.87 |
| 2022-12-31 | $1.6M | 3.6k | 456.50 |
| 2022-09-30 | $1.5M | 3.2k | 472.40 |
| 2022-06-30 | $1.6M | 3.3k | 479.34 |
| 2022-03-31 | $7.8M | 14k | 575.87 |
| 2021-12-31 | $9.7M | 17k | 567.73 |
| 2021-09-30 | $1.4M | 3.0k | 449.42 |
| 2021-06-30 | $1.8M | 4.6k | 395.73 |
| 2021-03-31 | $3.4M | 9.6k | 352.52 |
| 2020-12-31 | $1.8M | 4.8k | 380.00 |
More positions owned by Synergy Financial Management
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