Beacon Financial Group’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 | $815K | Sell |
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|
2025
Q2 | $896K | Buy |
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|
2025
Q1 | $774K | Sell |
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|
2024
Q4 | $781K | Sell |
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|
2024
Q3 | $761K | Buy |
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|
2024
Q2 | $693K | Buy |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $501K | Buy |
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|
2023
Q3 | $303K | Hold |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $257K | Sell |
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|
2022
Q4 | $282K | Buy |
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|
2022
Q3 | $281K | Hold |
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|
2022
Q2 | $281K | Sell |
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|
2022
Q1 | $370K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $391K | Buy |
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