Baron Silver Stevens 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
Q3 | $1.63M | Sell |
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|
2025
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.61M | Buy |
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|
2024
Q4 | $1.54M | Hold |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.38M | Buy |
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|
2024
Q1 | $985K | Sell |
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|
2023
Q4 | $989K | Buy |
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|
2023
Q3 | $843K | Buy |
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|
2023
Q2 | $736K | Buy |
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|
2023
Q1 | $333K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $365K | Buy |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $107K | Buy |
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