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Hall Private Wealth Advisors

SEC CIK
0001744091
Latest filing
Nov 15, 2023

COST holding history

Costco Wholesale Corp in every 13F filed by Hall Private Wealth Advisors, 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 Q3 2023 holdings

Shares (Q3 2023)
16,589
Value
$9.37M
% of portfolio
6.3%
Quarters held
4
Since Q4 2022
Holdings of COST by Hall Private Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202316,589$9.37M6.3%+863+5.5%AddedHolders
Q2 202315,726$8.47M4.6%+12,551+395.3%AddedHolders
Q1 20233,175$1.58M0.8%+2,605+457.0%AddedHolders
Q4 2022570$260.2K0.1%+570NewHolders