A detailed history of Heritage Wealth Partners, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 408 shares of COST stock, worth $363,189. This represents 0.43% of its overall portfolio holdings.

Number of Shares
408
Previous 408 -0.0%
Holding current value
$363,189
Previous $346 Million 4.44%
% of portfolio
0.43%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$704.88 - $870.75 $21,851 - $26,993
-31 Reduced 7.06%
408 $346 Million
Q4 2023

Jan 19, 2024

BUY
$543.03 - $681.24 $1,629 - $2,043
3 Added 0.69%
439 $290 Million
Q3 2023

Oct 18, 2023

BUY
$525.05 - $568.63 $11,026 - $11,941
21 Added 5.06%
436 $246 Million
Q2 2023

Aug 11, 2023

BUY
$482.76 - $538.38 $200,345 - $223,427
415 New
415 $223 Million
Q4 2022

Feb 10, 2023

BUY
$452.99 - $539.25 $184,819 - $220,014
408 New
408 $209 Million

Others Institutions Holding COST

About COSTCO WHOLESALE CORP


  • Ticker COST
  • Exchange NASDAQ
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 442,604,000
  • Market Cap $394B
  • Description
  • Costco Wholesale Corporation, together with its subsidiaries, engages in the operation of membership warehouses in the United States, Puerto Rico, Canada, the United Kingdom, Mexico, Japan, Korea, Australia, Spain, France, Iceland, China, and Taiwan. It offers branded and private-label products in a range of merchandise categories. The company o...
More about COST
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