Berger 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
$13.3M Sell
2025
Q2
$14.2M Sell
2025
Q1
$13.7M Sell
2024
Q4
$14.1M Sell
2024
Q3
$13.8M Buy
2024
Q2
$11.4M Sell
2024
Q1
$10M Sell
2023
Q4
$9.76M Sell
2023
Q3
$8.5M Sell
2023
Q2
$8.15M Sell
2023
Q1
$7.63M Hold
2022
Q4
$7.01M Buy
2022
Q3
$7.2M Sell
2022
Q2
$7.36M Buy
2022
Q1
$8.6M Sell
2021
Q4
$9.36M Buy
2021
Q3
$5.43M Sell
2021
Q2
$4.82M Buy
2021
Q1
$4.14M Buy
2020
Q4
$4.32M Buy