Annex Advisory Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $35.5M | Buy |
|
|||||
|
2025
Q2 | $35.2M | Buy |
|
|||||
|
2025
Q1 | $30.7M | Buy |
|
|||||
|
2024
Q4 | $27.5M | Buy |
|
|||||
|
2024
Q3 | $23.2M | Buy |
|
|||||
|
2024
Q2 | $20.8M | Sell |
|
|||||
|
2024
Q1 | $27.5M | Buy |
|
|||||
|
2023
Q4 | $22.6M | Buy |
|
|||||
|
2023
Q3 | $17.5M | Buy |
|
|||||
|
2023
Q2 | $13.6M | Buy |
|
|||||
|
2023
Q1 | $12.1M | Buy |
|
|||||
|
2022
Q4 | $10.8M | Buy |
|
|||||
|
2022
Q3 | $7.71M | Buy |
|
|||||
|
2022
Q2 | $7.05M | Buy |
|
|||||
|
2022
Q1 | $7.02M | Buy |
|
|||||
|
2021
Q4 | $5.15M | Buy |
|
|||||
|
2021
Q3 | $3.29M | Sell |
|
|||||
|
2021
Q2 | $2.95M | Buy |
|
|||||
|
2021
Q1 | $2.51M | Buy |
|
|||||
|
2020
Q4 | $2.59M | Buy |
|
|||||
|
2020
Q3 | $289K | Buy |
|
|||||
|
2020
Q2 | $245K | Sell |
|
|||||
|
2020
Q1 | $233K | Buy |
|