Allen Investment 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 | $4.45M | Hold |
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|
2025
Q1 | $4.25M | Buy |
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|
2024
Q4 | $1.48M | Buy |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $996K | Buy |
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|
2024
Q1 | $469K | Sell |
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|
2023
Q4 | $459K | Sell |
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|
2023
Q3 | $395K | Buy |
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|
2023
Q2 | $363K | Hold |
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|
2023
Q1 | $335K | Hold |
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|
2022
Q4 | $308K | Sell |
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|
2022
Q3 | $329K | Buy |
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|
2022
Q2 | $323K | Hold |
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|
2022
Q1 | $388K | Sell |
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|
2021
Q4 | $468K | Hold |
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|
2021
Q3 | $370K | Buy |
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