Baltimore-Washington Financial Advisors’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 | Buy |
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|
2025
Q1 | $39M | Buy |
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|
2024
Q4 | $37.2M | Buy |
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|
2024
Q3 | $35.4M | Buy |
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|
2024
Q2 | $33.3M | Buy |
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|
2024
Q1 | $27.6M | Buy |
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|
2023
Q4 | $24.1M | Buy |
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|
2023
Q3 | $17.7M | Buy |
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|
2023
Q2 | $16.4M | Sell |
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|
2023
Q1 | $17.1M | Buy |
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|
2022
Q4 | $15.6M | Sell |
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|
2022
Q3 | $16.3M | Buy |
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|
2022
Q2 | $16.2M | Buy |
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|
2022
Q1 | $9.81M | Sell |
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|
2021
Q4 | $18.8M | Buy |
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|
2021
Q3 | $14.2M | Buy |
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|
2021
Q2 | $11.7M | Buy |
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|
2021
Q1 | $9.8M | Buy |
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|
2020
Q4 | $9.58M | Buy |
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|
2020
Q3 | $7.49M | Buy |
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|
2020
Q2 | $4.62M | Sell |
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|
2020
Q1 | $1.33M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $13K | Hold |
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|
2014
Q4 | $12K | Hold |
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|
2014
Q3 | $10K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $1K | Buy |
|