Charter Research & Investment 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
Q2 | $541K | Hold |
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|
2025
Q1 | $517K | Hold |
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|
2024
Q4 | $501K | Hold |
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|
2024
Q3 | $485K | Hold |
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|
2024
Q2 | $465K | Hold |
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|
2024
Q1 | $401K | Hold |
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|
2023
Q4 | $361K | Hold |
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|
2023
Q3 | $309K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $272K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $265K | Sell |
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|
2022
Q1 | $321K | Sell |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $261K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $205K | Buy |
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|
2020
Q4 | $212K | Sell |
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|
2020
Q3 | $203K | Buy |
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