Costco Wholesale Corporation shares owned by UMA Financial Services
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 1.8k | 894.76 |
| 2024-06-30 | $1.5M | 1.8k | 850.67 |
| 2024-03-31 | $1.3M | 1.8k | 716.02 |
| 2023-12-31 | $1.2M | 1.8k | 692.35 |
| 2023-09-30 | $983k | 1.8k | 558.99 |
| 2023-06-30 | $914k | 1.7k | 541.07 |
| 2023-03-31 | $835k | 1.7k | 496.01 |
| 2022-12-31 | $827k | 1.7k | 492.12 |
| 2022-09-30 | $803k | 1.7k | 480.55 |
| 2022-06-30 | $908k | 1.7k | 546.66 |
| 2022-03-31 | $918k | 1.7k | 544.48 |
| 2021-12-31 | $880k | 1.6k | 536.26 |
| 2021-09-30 | $711k | 1.6k | 452.58 |
| 2021-06-30 | $624k | 1.5k | 417.95 |
| 2021-03-31 | $536k | 1.5k | 360.94 |
| 2020-12-31 | $530k | 1.5k | 356.90 |
| 2020-09-30 | $531k | 1.5k | 364.20 |
| 2020-06-30 | $496k | 1.5k | 340.19 |
| 2020-03-31 | $456k | 1.5k | 309.57 |
| 2019-12-31 | $389k | 1.3k | 299.92 |