Beverly Hills Private Wealth’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 | $1.1M | Sell |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $988K | Buy |
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|
2024
Q2 | $929K | Buy |
|
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|
2024
Q1 | $785K | Sell |
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|
2023
Q4 | $718K | Buy |
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|
2023
Q3 | $498K | Buy |
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|
2023
Q2 | $468K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $340K | Buy |
|