WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC – Costco Wholesale Corporation Transaction History
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC portfolio value:
$255,000
portfolio value
WALLED LAKE PLANNING & 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 | Increase | +0.19% | 1 shares | -4K | $472.27 | 541 |
| Q2 2022 | share | Increase | +0.19% | 1 shares | -52K | $479.28 | 540 |
| Q1 2022 | share | Increase | +20.04% | 90 shares | 56K | $575.85 | 539 |
| Q4 2021 | share | 0.00% | 0 shares | 53K | $563.91 | 449 | |
| Q3 2021 | share | Increase | +59.22% | 167 shares | 90K | $448.63 | 449 |
| Q2 2021 | share | 0.00% | 0 shares | 13K | $394.3 | 282 | |
| Q1 2021 | share | 0.00% | 0 shares | -7K | $350.52 | 282 | |
| Q4 2020 | share | Decrease | -51.13% | -295 shares | -99K | $373.95 | 282 |
| Q3 2020 | share | Decrease | -32.59% | -279 shares | -55K | $342.81 | 577 |
| Q2 2020 | share | Decrease | -2.73% | -24 shares | 9K | $292.17 | 856 |
| Q1 2020 | share | Decrease | -14.98% | -155 shares | -53K | $274.12 | 880 |
| Q4 2019 | share | Increase | 0.00% | 1.03K shares | 304K | $281.98 | 1.03K |