Ownership history in WealthPLAN Partners, LLC · 39 quarters on record
This page tracks every 13F SEC filing in which WealthPLAN Partners, LLC reported a position in Costco Wholesale Corp (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 | 9,072 | -894 | -9.0% | 1.17% | $7.8M | $861.16 |
| 2025 Q3 | ADDED | 9,966 | +996 | +11.1% | 1.38% | $9.2M | $923.06 |
| 2025 Q2 | REDUCED | 8,970 | -1,605 | -15.2% | 1.43% | $8.9M | $985.83 |
| 2025 Q1 | REDUCED | 10,575 | -227 | -2.1% | 1.41% | $10.0M | $940.62 |
As of 2025 Q4 — sorted by position size