Concord Asset Management (Virginia)’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 | $2.83M | Buy |
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|
2025
Q2 | $2.76M | Sell |
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|
2025
Q1 | $2.76M | Sell |
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|
2024
Q4 | $3.96M | Buy |
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|
2024
Q3 | $3.63M | Buy |
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|
2024
Q2 | $2.77M | Buy |
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|
2024
Q1 | $2.12M | Buy |
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|
2023
Q4 | $1.54M | Buy |
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|
2023
Q3 | $733K | Buy |
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|
2023
Q2 | $223K | Buy |
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|
2023
Q1 | $204K | Buy |
|