SEC 13F Intelligence

Hall Private Wealth Advisors / COST

Hall Private Wealth Advisors’s Costco Wholesale Corporation Position

Does Hall Private Wealth Advisors own Costco Wholesale Corporation (COST)? Yes — 16.6K shares worth $9M (+6.30% of its 13F portfolio) as of Q3 2023, up from 15.7K shares the prior filed quarter.

Position Value
$9M
Q3 2023
Shares
16.6K
% of Portfolio
+6.30%
Quarters Held
4
currently held

Position History COST

Reported value by quarter
Q4 ’22: $260,205Q4 ’22Q1 ’23: $2MQ1 ’23Q2 ’23: $8MQ2 ’23Q3 ’23: $9MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202316.6K$9M+6.30%
Q2 202315.7K$8M+4.58%
Q1 20233.2K$2M+0.82%
Q4 2022570$260,205+0.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of COST.