Costco Wholesale Corporation shares owned by Tandem Wealth Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Tandem Wealth Advisors
from 13F filings
Historical chart of Tandem Wealth Advisors investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Tandem Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Costco Wholesale Corporation by Tandem Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 1.1k | 925.63 |
| 2025-06-30 | $934k | 943 | 989.94 |
| 2025-03-31 | $722k | 763 | 945.78 |
| 2024-12-31 | $836k | 912 | 916.27 |
| 2024-09-30 | $784k | 884 | 886.52 |
| 2024-06-30 | $696k | 819 | 849.99 |
| 2024-03-31 | $600k | 819 | 732.63 |
| 2023-12-31 | $588k | 890 | 660.08 |
| 2023-09-30 | $516k | 913 | 564.96 |
| 2023-06-30 | $496k | 922 | 538.38 |
| 2023-03-31 | $434k | 874 | 496.87 |
| 2022-12-31 | $399k | 874 | 456.50 |