Bard Financial 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
Q3 | $5.29M | Sell |
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|
2025
Q2 | $6.47M | Sell |
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|
2025
Q1 | $6.25M | Sell |
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|
2024
Q4 | $6.97M | Hold |
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|
2024
Q3 | $6.75M | Sell |
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|
2024
Q2 | $6.57M | Hold |
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|
2024
Q1 | $5.67M | Sell |
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|
2023
Q4 | $5.21M | Buy |
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|
2023
Q3 | $4.43M | Hold |
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|
2023
Q2 | $4.22M | Hold |
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|
2023
Q1 | $3.89M | Buy |
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|
2022
Q4 | $3.55M | Sell |
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|
2022
Q3 | $3.72M | Hold |
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|
2022
Q2 | $3.78M | Buy |
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|
2022
Q1 | $4.5M | Hold |
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|
2021
Q4 | $4.43M | Sell |
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|
2021
Q3 | $3.53M | Buy |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.73M | Buy |
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|
2020
Q4 | $2.88M | Buy |
|