Costco Wholesale Corporation shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Costco Wholesale Corporation (COST) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Costco Wholesale Corporation
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Quarterly reported holdings in Costco Wholesale Corporation by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $24M | 33k | 732.63 |
| 2023-12-31 | $21M | 33k | 660.07 |
| 2023-09-30 | $18M | 31k | 564.96 |
| 2023-06-30 | $17M | 31k | 538.38 |
| 2023-03-31 | $15M | 31k | 496.86 |
| 2022-12-31 | $13k | 29k | 0.46 |
| 2022-09-30 | $14M | 30k | 472.28 |
| 2022-06-30 | $14M | 30k | 479.29 |
| 2022-03-31 | $17M | 30k | 575.83 |
| 2021-12-31 | $15M | 26k | 567.70 |
| 2021-09-30 | $11M | 25k | 449.34 |
| 2021-06-30 | $9.7M | 24k | 395.65 |
| 2021-03-31 | $10M | 29k | 352.48 |
| 2020-12-31 | $9.5M | 25k | 376.76 |
| 2020-09-30 | $8.5M | 24k | 355.00 |
| 2020-06-30 | $3.1M | 10k | 303.15 |
| 2020-03-31 | $3.0M | 11k | 285.09 |
| 2019-12-31 | $2.1M | 7.1k | 293.88 |
| 2019-09-30 | $2.9M | 10k | 288.11 |
| 2019-06-30 | $0 | 6.5k | 0.00 |
| 2019-03-31 | $1.3M | 5.5k | 242.20 |
| 2018-12-31 | $975k | 4.8k | 203.63 |
| 2018-09-30 | $1.0M | 4.7k | 214.00 |
| 2018-06-30 | $809k | 4.2k | 194.47 |
| 2018-03-31 | $783k | 4.3k | 183.12 |
| 2017-12-31 | $738k | 3.9k | 188.55 |
| 2017-09-30 | $557k | 3.6k | 154.55 |
| 2017-06-30 | $694k | 4.6k | 151.00 |
| 2017-03-31 | $2.1M | 13k | 167.02 |
| 2016-12-31 | $2.1M | 13k | 164.22 |
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