Costco Wholesale Corporation shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Costco Wholesale Corporation by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.0M | 2.4k | 850.05 |
| 2024-03-31 | $1.5M | 2.1k | 732.77 |
| 2023-09-30 | $984k | 1.7k | 564.97 |
| 2023-06-30 | $839k | 1.6k | 538.36 |
| 2023-03-31 | $721k | 1.5k | 496.76 |
| 2022-12-31 | $650k | 1.4k | 456.40 |
| 2022-09-30 | $642k | 1.4k | 472.41 |
| 2022-06-30 | $659k | 1.4k | 479.62 |
| 2022-03-31 | $831k | 1.4k | 575.48 |
| 2021-12-31 | $769k | 1.4k | 567.11 |
| 2021-09-30 | $608k | 1.4k | 449.04 |
| 2021-06-30 | $531k | 1.3k | 395.38 |
| 2021-03-31 | $364k | 1.3k | 284.82 |
| 2020-12-31 | $535k | 1.4k | 376.50 |
| 2020-09-30 | $462k | 1.3k | 355.11 |
| 2020-06-30 | $388k | 1.3k | 303.60 |
| 2020-03-31 | $364k | 1.3k | 284.82 |
More positions owned by Wellspring Financial Advisors
View all positions for Wellspring Financial Advisors