Alan B. Lancz & Associates’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 | $4.86M | Sell |
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|
2025
Q1 | $4.66M | Sell |
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|
2024
Q4 | $4.53M | Sell |
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|
2024
Q3 | $5.19M | Sell |
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|
2024
Q2 | $4.98M | Buy |
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|
2023
Q4 | $4.01M | Sell |
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|
2023
Q3 | $3.44M | Sell |
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|
2023
Q2 | $3.3M | Hold |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.97M | Sell |
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|
2022
Q3 | $2.96M | Sell |
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|
2022
Q2 | $3.5M | Sell |
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|
2022
Q1 | $3.72M | Sell |
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|
2021
Q4 | $3.7M | Buy |
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