A detailed history of Campbell Wealth Management transactions in Costco Wholesale Corp stock. As of the latest transaction made, Campbell Wealth Management holds 269 shares of COST stock, worth $238,352. This represents 0.02% of its overall portfolio holdings.

Number of Shares
269
Previous 279 3.58%
Holding current value
$238,352
Previous $237,000 0.42%
% of portfolio
0.02%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

SELL
$801.83 - $917.05 $8,018 - $9,170
-10 Reduced 3.58%
269 $238,000
Q2 2024

Aug 07, 2024

BUY
$704.88 - $870.75 $196,661 - $242,939
279 New
279 $237,000
Q2 2023

Jul 27, 2023

BUY
$482.76 - $538.38 $210,000 - $234,195
435 New
435 $234,000
Q3 2020

Nov 02, 2020

SELL
$304.75 - $358.86 $48,760 - $57,417
-160 Closed
0 $0
Q2 2020

Jul 23, 2020

BUY
$286.78 - $321.56 $45,884 - $51,449
160 New
160 $49,000

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 $392B
  • 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
Track This Portfolio

Track Campbell Wealth Management Portfolio

Follow Campbell Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Campbell Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Campbell Wealth Management with notifications on news.