Coastal Bridge 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 | $4M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.1M | Buy |
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|
2024
Q1 | $922K | Hold |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $709K | Buy |
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|
2023
Q2 | $437K | Hold |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $383K | Hold |
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|
2022
Q2 | $389K | Sell |
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|
2022
Q1 | $577K | Buy |
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|
2021
Q4 | $461K | Hold |
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|
2021
Q3 | $365K | Sell |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $322K | Hold |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $324K | Hold |
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|
2020
Q2 | $277K | Hold |
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|
2020
Q1 | $261K | Hold |
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|
2019
Q4 | $269K | Buy |
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|
2019
Q3 | $262K | Hold |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $220K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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