AE Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3M | Buy |
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|
2025
Q1 | $30.5M | Buy |
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|
2024
Q4 | $26.6M | Buy |
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|
2024
Q3 | $22.1M | Buy |
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|
2024
Q2 | $18.8M | Buy |
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|
2024
Q1 | $12.9M | Sell |
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|
2023
Q4 | $42.8M | Buy |
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|
2023
Q3 | $32.4M | Buy |
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|
2023
Q2 | $28.9M | Sell |
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|
2023
Q1 | $28.7M | Buy |
|
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|
2022
Q4 | $25.9M | Sell |
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|
2022
Q3 | $26.8M | Buy |
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|
2022
Q2 | $21M | Buy |
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|
2022
Q1 | $23.9M | Buy |
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|
2021
Q4 | $21.3M | Buy |
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|
2021
Q3 | $16M | Buy |
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|
2021
Q2 | $13.2M | Buy |
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|
2021
Q1 | $10.2M | Buy |
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|
2020
Q4 | $10.9M | Sell |
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|
2020
Q3 | $12M | Buy |
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|
2020
Q2 | $7.18M | Sell |
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|
2020
Q1 | $6.8M | Buy |
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|
2019
Q4 | $5.68M | Buy |
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|
2019
Q3 | $3.92M | Buy |
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|
2019
Q2 | $3.16M | Buy |
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|
2019
Q1 | $1.75M | Buy |
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|
2018
Q4 | $1.22M | Sell |
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|
2018
Q3 | $1.72M | Buy |
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|
2018
Q2 | $1.02M | Buy |
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|
2018
Q1 | $848K | Buy |
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|
2017
Q4 | $745K | Sell |
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|
2017
Q3 | $681K | Buy |
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|
2017
Q2 | $575K | Buy |
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|
2017
Q1 | $527K | Buy |
|