Avantax 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
Q2 | $42.4M | Sell |
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|
2025
Q1 | $43.4M | Buy |
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|
2024
Q4 | $38.8M | Buy |
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|
2024
Q3 | $34.5M | Sell |
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|
2024
Q2 | $36M | Buy |
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|
2024
Q1 | $24.6M | Buy |
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|
2023
Q4 | $19.8M | Buy |
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|
2023
Q3 | $16.6M | Buy |
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|
2023
Q2 | $15M | Buy |
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|
2023
Q1 | $13M | Buy |
|
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|
2022
Q4 | $11.2M | Buy |
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|
2022
Q3 | $10.6M | Buy |
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|
2022
Q2 | $10.1M | Buy |
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|
2022
Q1 | $9.98M | Buy |
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|
2021
Q4 | $9.25M | Buy |
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|
2021
Q3 | $6.58M | Buy |
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|
2021
Q2 | $5.51M | Buy |
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|
2021
Q1 | $4.67M | Buy |
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|
2020
Q4 | $3.96M | Sell |
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|
2020
Q3 | $10.7M | Buy |
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|
2020
Q2 | $2.79M | Buy |
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|
2020
Q1 | $2.27M | Buy |
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|
2019
Q4 | $2.14M | Buy |
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|
2019
Q3 | $1.06M | Buy |
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|
2019
Q2 | $908K | Buy |
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|
2019
Q1 | $705K | Buy |
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|
2018
Q4 | $467K | Buy |
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