Bell Investment 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
Q2 | $452K | Buy |
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|
2025
Q1 | $145K | Buy |
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|
2024
Q4 | $138K | Buy |
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|
2024
Q3 | $117K | Hold |
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|
2024
Q2 | $112K | Sell |
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|
2024
Q1 | $99.6K | Buy |
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|
2023
Q4 | $83.2K | Buy |
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|
2023
Q3 | $67.8K | Sell |
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|
2023
Q2 | $70.5K | Buy |
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|
2023
Q1 | $59.1K | Buy |
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|
2022
Q4 | $50.2K | Sell |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $47K | Buy |
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|
2021
Q4 | $63K | Sell |
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|
2021
Q3 | $51K | Buy |
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