Campbell Wealth Management
- SEC CIK
- 0001736648
- Latest filing
- Jan 30, 2025
COST holding history
Costco Wholesale Corp in every 13F filed by Campbell Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
COST overviewAll 13F holders of COSTFull Q4 2024 holdings
- Shares (Q4 2024)
- 278
- Value
- $255.0K
- % of portfolio
- <0.1%
- Quarters held
- 4
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 278 | $255.0K | <0.1% | +9+3.3% | Added | Holders |
| Q3 2024 | 269 | $238.0K | <0.1% | −10−3.6% | Reduced | Holders |
| Q2 2024 | 279 | $237.0K | 0.1% | +279 | New | Holders |
| Q3 2023 | 0 | $0 | 0.0% | −435−100.0% | Sold out | Holders |
| Q2 2023 | 435 | $234.0K | <0.1% | +435 | New | Holders |