Costco Wholesale Corporation shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $457k | 459 | 996.47 |
| 2025-12-31 | $395k | 459 | 861.49 |
| 2025-09-30 | $422k | 456 | 925.71 |
| 2025-06-30 | $451k | 456 | 989.00 |
| 2025-03-31 | $475k | 502 | 945.34 |
| 2024-12-31 | $463k | 505 | 916.96 |
| 2024-09-30 | $448k | 505 | 886.39 |
| 2024-06-30 | $429k | 504 | 850.71 |
| 2024-03-31 | $381k | 520 | 732.47 |
| 2023-09-30 | $293k | 519 | 564.96 |
| 2023-06-30 | $279k | 518 | 538.60 |
| 2023-03-31 | $257k | 517 | 497.21 |
| 2022-09-30 | $255k | 541 | 471.35 |
| 2022-06-30 | $259k | 540 | 479.63 |
| 2022-03-31 | $311k | 539 | 576.99 |
| 2021-12-31 | $255k | 449 | 567.93 |
| 2021-09-30 | $202k | 449 | 449.89 |
| 2021-06-30 | $112k | 282 | 397.16 |
| 2021-03-31 | $99k | 282 | 351.06 |
| 2020-12-31 | $106k | 282 | 375.89 |
| 2020-09-30 | $205k | 577 | 355.29 |
| 2020-06-30 | $260k | 856 | 303.74 |
| 2020-03-31 | $251k | 880 | 285.23 |
| 2019-12-31 | $304k | 1.0k | 293.72 |
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