Wealth Advisors, Inc.
- SEC CIK
- 0001806580
- Latest filing
- Oct 24, 2023
COST holding history
Costco Wholesale Corp in every 13F filed by Wealth Advisors, Inc., 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)
- 2,770
- Value
- $1.56M
- % of portfolio
- 0.7%
- Quarters held
- 10
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 2,770 | $1.56M | 0.7% | +150+5.7% | Added | Holders |
| Q2 2023 | 2,620 | $1.41M | 0.6% | +100+4.0% | Added | Holders |
| Q1 2023 | 2,520 | $1.26M | 0.6% | 00.0% | Unchanged | Holders |
| Q4 2022 | 2,520 | $1.15M | 0.6% | 00.0% | Unchanged | Holders |
| Q3 2022 | 2,520 | $1.19M | 0.6% | +50+2.0% | Added | Holders |
| Q2 2022 | 2,470 | $1.18M | 0.6% | 00.0% | Unchanged | Holders |
| Q1 2022 | 2,470 | $1.42M | 0.5% | 00.0% | Unchanged | Holders |
| Q4 2021 | 2,470 | $1.40M | 0.5% | +2,200+814.8% | Added | Holders |
| Q3 2021 | 270 | $119.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2021 | 270 | $114.0K | <0.1% | +270 | New | Holders |