Cascade 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
Q3 | $222K | Hold |
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|
2025
Q2 | $238K | Sell |
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|
2025
Q1 | $332K | Hold |
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|
2024
Q4 | $322K | Hold |
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|
2024
Q3 | $311K | Hold |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $257K | Buy |
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|
2023
Q4 | $224K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $169K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $163K | Hold |
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|
2022
Q1 | $196K | Hold |
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|
2021
Q4 | $193K | Hold |
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|
2021
Q3 | $153K | Hold |
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|
2021
Q2 | $135K | Hold |
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|
2021
Q1 | $120K | Sell |
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|
2020
Q4 | $134K | Hold |
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|
2020
Q3 | $126K | Sell |
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|
2020
Q2 | $112K | Hold |
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|
2020
Q1 | $105K | Hold |
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|
2019
Q4 | $109K | Hold |
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|
2019
Q3 | $107K | Sell |
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|
2019
Q2 | $111K | Hold |
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|
2019
Q1 | $102K | Hold |
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|
2018
Q4 | $85.6K | Hold |
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|
2018
Q3 | $98.6K | Buy |
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|
2018
Q2 | $77.3K | Buy |
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|
2018
Q1 | $50.9K | Hold |
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|
2017
Q4 | $50.3K | Hold |
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|
2017
Q3 | $44.4K | Hold |
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|
2017
Q2 | $43.2K | Hold |
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|
2017
Q1 | $45.3K | Hold |
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|
2016
Q4 | $43.2K | Buy |
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|
2016
Q2 | $66K | Buy |
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