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Ledge Wealth Management, Inc.

SEC CIK
0001927042
Latest filing
Jan 24, 2024

COST holding history

Costco Wholesale Corp in every 13F filed by Ledge Wealth Management, 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 Q4 2023 holdings

Shares (Q4 2023)
4,163
Value
$2.75M
% of portfolio
1.1%
Quarters held
2
Since Q3 2023
Holdings of COST by Ledge Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20234,163$2.75M1.1%+275+7.1%AddedHolders
Q3 20233,888$2.20M1.0%+3,888NewHolders