REGENT PEAK WEALTH ADVISORS LLC – Costco Wholesale Corporation Transaction History
REGENT PEAK WEALTH ADVISORS LLC portfolio value:
$775,000
portfolio value
REGENT PEAK WEALTH ADVISORS 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 | Increase | +5.06% | 79 shares | 27K | $472.27 | 1.64K |
| Q2 2022 | share | Increase | +2.97% | 45 shares | -126K | $479.28 | 1.56K |
| Q1 2022 | share | Increase | +1.95% | 29 shares | 29K | $575.85 | 1.51K |
| Q4 2021 | share | Increase | +3.69% | 53 shares | 200K | $563.91 | 1.48K |
| Q3 2021 | share | Increase | +1.20% | 17 shares | 35K | $448.63 | 1.43K |
| Q2 2021 | share | Increase | +5.66% | 76 shares | 137K | $394.3 | 1.41K |
| Q1 2021 | share | Decrease | -5.29% | -75 shares | -61K | $350.52 | 1.34K |
| Q4 2020 | share | Increase | +23.97% | 274 shares | 128K | $373.95 | 1.41K |
| Q3 2020 | share | Increase | +17.35% | 169 shares | 111K | $342.81 | 1.14K |
| Q2 2020 | share | Increase | +17.78% | 147 shares | 60K | $292.17 | 974 |
| Q1 2020 | share | Decrease | -6.87% | -61 shares | -26K | $274.12 | 827 |
| Q4 2019 | share | Increase | 0.00% | 888 shares | 261K | $281.98 | 888 |