Costco Wholesale Corporation shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Costco Wholesale Corporation
Tip: Access up to 7 years of quarterly data
All positions including Costco Wholesale Corporation held by Heritage Wealth Partners 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 Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $290k | 439 | 659.72 |
| 2023-12-31 | $290k | 439 | 659.72 |
| 2023-09-30 | $246k | 436 | 565.07 |
| 2023-06-30 | $224k | 415 | 538.49 |
| 2022-12-31 | $209k | 408 | 512.25 |