Avity 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 | $486K | Sell |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $496K | Sell |
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|
2024
Q3 | $488K | Sell |
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|
2024
Q2 | $490K | Sell |
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|
2024
Q1 | $433K | Sell |
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|
2023
Q4 | $397K | Hold |
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|
2023
Q3 | $340K | Buy |
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|
2023
Q2 | $245K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $222K | Sell |
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|
2021
Q4 | $238K | Buy |
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