Ownership history in BENJAMIN EDWARDS INC · 26 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in COSTCO WHSL CORP NEW (COST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 88,081 | +1,353 | +1.6% | 0.84% | $76.0M | $861.16 |
| 2025 Q3 | ADDED | 86,728 | +14,776 | +20.5% | 0.91% | $80.3M | $923.06 |
| 2025 Q2 | ADDED | 71,952 | +1,889 | +2.7% | 0.91% | $71.2M | $985.83 |
| 2025 Q1 | REDUCED | 70,063 | -2,763 | -3.8% | 0.93% | $66.3M | $940.62 |
| 2024 Q4 | ADDED | 72,826 | +2,222 | +3.1% | 0.96% | $66.9M | $910.27 |
| 2024 Q3 | ADDED | 70,604 | +59,411 | +530.8% | 0.91% | $62.7M | $879.55 |
| 2024 Q2 | ADDED | 11,193 | +201 | +1.8% | 1.83% | $9.5M | $842.10 |
| 2024 Q1 | ADDED | 10,992 | +555 | +5.3% | 1.60% | $8.1M | $724.67 |
| 2023 Q4 | ADDED | 10,437 | +3 | +0.0% | 1.50% | $6.9M | $651.95 |
| 2023 Q3 | ADDED | 10,434 | +1,063 | +11.3% | 1.40% | $5.9M | $544.60 |
As of 2025 Q4 — sorted by position size