Ownership history in Transform Wealth, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC 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 Q1 | REDUCED | 18,859 | -314 | -1.6% | 1.08% | $17.8M | $940.62 |
| 2024 Q4 | ADDED | 19,173 | +2,473 | +14.8% | 0.97% | $17.6M | $910.27 |
| 2024 Q3 | ADDED | 16,700 | +190 | +1.2% | 0.98% | $14.8M | $879.55 |
| 2024 Q2 | ADDED | 16,510 | +158 | +1.0% | 1.05% | $14.0M | $842.10 |
| 2024 Q1 | REDUCED | 16,352 | -5,895 | -26.5% | 1.14% | $12.0M | $724.67 |
| 2023 Q4 | ADDED | 22,247 | +377 | +1.7% | 1.46% | $15.0M | $651.95 |
| 2023 Q3 | REDUCED | 21,870 | -6,239 | -22.2% | 1.30% | $12.4M | $544.60 |
| 2023 Q2 | ADDED | 28,109 | +23 | +0.1% | 1.36% | $15.1M | $517.99 |
| 2023 Q1 | ADDED | 28,086 | +6,158 | +28.1% | 1.32% | $14.0M | $477.06 |
| 2022 Q4 | ADDED | 21,928 | +6,631 | +43.3% | 1.12% | $10.0M | $437.54 |
As of 2025 Q4 — sorted by position size