A detailed history of Dynamic Wealth Strategies, LLC transactions in Costco Wholesale Corp stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 518 shares of COST stock, worth $495,280. This represents 0.37% of its overall portfolio holdings.

Number of Shares
518
Previous 599 13.52%
Holding current value
$495,280
Previous $509,000 9.82%
% of portfolio
0.37%
Previous 0.44%

Shares

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

Nov 13, 2024

SELL
$801.83 - $917.05 $64,948 - $74,281
-81 Reduced 13.52%
518 $459,000
Q2 2024

Aug 15, 2024

BUY
$704.88 - $870.75 $2,114 - $2,612
3 Added 0.5%
599 $509,000
Q1 2024

May 15, 2024

BUY
$644.69 - $785.59 $6,446 - $7,855
10 Added 1.71%
596 $437,000
Q4 2023

Feb 13, 2024

BUY
$543.03 - $681.24 $318,215 - $399,206
586 New
586 $387 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 $423B
  • 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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