HERITAGE WEALTH MANAGEMENT, LLC – Costco Wholesale Corporation Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$226,000
portfolio value
HERITAGE 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 | +26.39% | 100 shares | 44.35K | $472.27 | 479 |
| Q2 2022 | share | Decrease | -53.55% | -437 shares | -288.35K | $479.28 | 379 |
| Q1 2022 | share | Increase | +5.02% | 39 shares | 121K | $575.85 | 816 |
| Q3 2021 | share | Decrease | -4.55% | -37 shares | 27K | $448.63 | 777 |
| Q2 2021 | share | Decrease | -12.10% | -112 shares | -4K | $394.3 | 814 |
| Q1 2021 | share | Increase | 0.00% | 926 shares | 326K | $350.52 | 926 |