Ownership history in Hoffman, Alan N Investment Management · 21 quarters on record
This page tracks every 13F SEC filing in which Hoffman, Alan N Investment Management 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 | REDUCED | 8,583 | -2,961 | -25.6% | 4.17% | $7.4M | $861.16 |
| 2025 Q3 | ADDED | 11,544 | +28 | +0.2% | 4.66% | $10.7M | $923.06 |
| 2025 Q2 | REDUCED | 11,516 | -6 | -0.1% | 5.62% | $11.4M | $985.83 |
| 2025 Q1 | ADDED | 11,522 | +65 | +0.6% | 5.62% | $10.9M | $940.62 |
As of 2025 Q4 — sorted by position size