Alera Investment Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.6M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $937K | Buy |
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|
2023
Q4 | $826K | Sell |
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|
2023
Q3 | $980K | Sell |
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|
2023
Q2 | $938K | Buy |
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|
2023
Q1 | $849K | Buy |
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|
2022
Q4 | $771K | Sell |
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|
2022
Q3 | $819K | Buy |
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|
2022
Q2 | $794K | Sell |
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|
2022
Q1 | $1.29M | Buy |
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|
2021
Q4 | $311K | Buy |
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|
2021
Q3 | $231K | Buy |
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|
2021
Q2 | $203K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $134K | Sell |
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|
2018
Q4 | $119K | Buy |
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