INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Costco Wholesale Corporation Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$4.17M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-1.46%
quarter
Costco Wholesale Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.10% | -9 shares | -66K | $472.27 | 8.83K |
| Q2 2022 | share | Increase | +0.83% | 73 shares | -811K | $479.28 | 8.84K |
| Q1 2022 | share | Increase | +0.31% | 27 shares | 86K | $575.85 | 8.76K |
| Q4 2021 | share | Decrease | -0.99% | -87 shares | 996K | $563.91 | 8.74K |
| Q3 2021 | share | 0.00% | 0 shares | 474K | $448.63 | 8.82K | |
| Q2 2021 | share | Decrease | -0.34% | -30 shares | 370K | $394.3 | 8.82K |
| Q1 2021 | share | Decrease | -1.76% | -159 shares | -275K | $350.52 | 8.85K |
| Q4 2020 | share | Increase | +0.50% | 45 shares | 213K | $373.95 | 9.01K |
| Q3 2020 | share | Decrease | -0.80% | -72 shares | 442K | $342.81 | 8.97K |
| Q2 2020 | share | Increase | +0.88% | 79 shares | 187K | $292.17 | 9.04K |
| Q1 2020 | share | Decrease | -13.14% | -1.35K shares | -478K | $274.12 | 8.96K |
| Q4 2019 | share | Decrease | -0.43% | -45 shares | 47K | $281.98 | 10.32K |
| Q3 2019 | share | Decrease | -4.20% | -454 shares | 127K | $275.8 | 10.36K |
| Q2 2019 | share | Decrease | -1.76% | -194 shares | 193K | $252.41 | 10.82K |
| Q1 2019 | share | Decrease | -0.78% | -87 shares | 405K | $230.67 | 11.01K |
| Q4 2018 | share | Increase | +1.98% | 216 shares | -283K | $193.53 | 11.10K |
| Q3 2018 | share | Increase | +0.34% | 37 shares | 279K | $222.61 | 10.88K |
| Q2 2018 | share | Increase | +2.62% | 277 shares | 181K | $197.58 | 10.84K |
| Q1 2018 | share | Decrease | -38.02% | -6.48K shares | -1.09M | $177.63 | 10.57K |
| Q4 2017 | share | Increase | +0.31% | 53 shares | 392K | $175 | 17.05K |
| Q3 2017 | share | Decrease | -0.18% | -30 shares | 65K | $154.02 | 17.00K |
| Q2 2017 | share | Increase | 0.00% | 17.03K shares | 2.72M | $149.47 | 17.03K |