Bard Financial Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.47M | Sell |
6,540
-65
| -1% | -$64.3K | 0.77% | 37 |
|
|
2025
Q1 | $6.25M | Sell |
6,605
-1,005
| -13% | -$951K | 0.76% | 40 |
|
|
2024
Q4 | $6.97M | Hold |
7,610
| – | – | 0.84% | 31 |
|
|
2024
Q3 | $6.75M | Sell |
7,610
-125
| -2% | -$111K | 0.8% | 38 |
|
|
2024
Q2 | $6.57M | Hold |
7,735
| – | – | 0.68% | 40 |
|
|
2024
Q1 | $5.67M | Sell |
7,735
-165
| -2% | -$121K | 0.6% | 46 |
|
|
2023
Q4 | $5.21M | Buy |
7,900
+65
| +0.8% | +$42.9K | 0.58% | 46 |
|
|
2023
Q3 | $4.43M | Hold |
7,835
| – | – | 0.55% | 49 |
|
|
2023
Q2 | $4.22M | Hold |
7,835
| – | – | 0.32% | 73 |
|
|
2023
Q1 | $3.89M | Buy |
7,835
+50
| +0.6% | +$24.8K | 0.31% | 78 |
|
|
2022
Q4 | $3.55M | Sell |
7,785
-95
| -1% | -$43.4K | 0.3% | 79 |
|
|
2022
Q3 | $3.72M | Hold |
7,880
| – | – | 0.35% | 72 |
|
|
2022
Q2 | $3.78M | Buy |
7,880
+75
| +1% | +$35.9K | 0.35% | 71 |
|
|
2022
Q1 | $4.5M | Hold |
7,805
| – | – | 0.37% | 67 |
|
|
2021
Q4 | $4.43M | Sell |
7,805
-50
| -0.6% | -$28.4K | 0.36% | 68 |
|
|
2021
Q3 | $3.53M | Buy |
7,855
+50
| +0.6% | +$22.5K | 0.31% | 84 |
|
|
2021
Q2 | $3.09M | Buy |
7,805
+75
| +1% | +$29.7K | 0.27% | 90 |
|
|
2021
Q1 | $2.73M | Buy |
7,730
+75
| +1% | +$26.4K | 0.26% | 90 |
|
|
2020
Q4 | $2.88M | Buy |
+7,655
| New | +$2.88M | 0.29% | 89 |
|