Beaird Harris Wealth Management’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 | $560K | Buy |
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|
2025
Q1 | $530K | Hold |
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|
2024
Q4 | $514K | Buy |
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|
2024
Q3 | $485K | Sell |
|
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|
2024
Q2 | $471K | Buy |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q4 | $328K | Buy |
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|
2023
Q3 | $277K | Sell |
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|
2023
Q2 | $274K | Buy |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $93K | Buy |
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|
2022
Q1 | $102K | Hold |
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|
2021
Q4 | $100K | Buy |
|