Clearstead 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 | $47.7M | Sell |
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|
2025
Q1 | $45.7M | Buy |
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|
2024
Q4 | $42.9M | Buy |
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|
2024
Q3 | $40.8M | Buy |
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|
2024
Q2 | $38.6M | Buy |
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|
2024
Q1 | $16.3M | Buy |
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|
2023
Q4 | $13.5M | Sell |
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|
2023
Q3 | $23.7M | Buy |
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|
2023
Q2 | $10.9M | Buy |
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|
2023
Q1 | $9.74M | Buy |
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|
2022
Q4 | $8.55M | Buy |
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|
2022
Q3 | $8.82M | Buy |
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|
2022
Q2 | $8.71M | Buy |
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|
2022
Q1 | $9.55M | Buy |
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|
2021
Q4 | $9.36M | Buy |
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|
2021
Q3 | $6.87M | Buy |
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|
2021
Q2 | $5.88M | Buy |
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|
2021
Q1 | $5.23M | Buy |
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|
2020
Q4 | $5.16M | Sell |
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|
2020
Q3 | $4.87M | Buy |
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|
2020
Q2 | $4.06M | Buy |
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|
2020
Q1 | $3.79M | Buy |
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|
2019
Q4 | $3.86M | Buy |
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|
2019
Q3 | $3.77M | Buy |
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|
2019
Q2 | $3.3M | Buy |
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|
2019
Q1 | $2.99M | Buy |
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|
2018
Q4 | $2.48M | Buy |
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|
2018
Q3 | $2.48M | Buy |
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|
2018
Q2 | $2.2M | Hold |
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|
2018
Q1 | $1.99M | Sell |
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|
2017
Q4 | $2.13M | Sell |
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|
2017
Q3 | $1.91M | Buy |
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|
2017
Q2 | $1.77M | Buy |
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|
2017
Q1 | $1.81M | Buy |
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|
2016
Q4 | $1.56M | Buy |
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