Apexium Financial’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 | $816K | Buy |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $708K | Buy |
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|
2024
Q3 | $672K | Hold |
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|
2024
Q2 | $644K | Buy |
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|
2024
Q1 | $536K | Sell |
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|
2023
Q4 | $503K | Buy |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $381K | Buy |
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|
2023
Q1 | $344K | Buy |
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|
2022
Q4 | $275K | Hold |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $213K | Buy |
|