Concorde Asset Management’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 | $563K | Buy |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $684K | Sell |
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|
2024
Q3 | $668K | Buy |
|
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $489K | Buy |
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|
2023
Q4 | $428K | Buy |
|
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|
2023
Q3 | $355K | Sell |
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|
2023
Q2 | $392K | Buy |
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|
2023
Q1 | $361K | Buy |
|
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|
2022
Q4 | $331K | Sell |
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|
2022
Q3 | $351K | Hold |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $427K | Hold |
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|
2021
Q4 | $420K | Buy |
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|
2021
Q3 | $324K | Buy |
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|
2021
Q2 | $280K | Buy |
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|
2021
Q1 | $247K | Buy |
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|
2020
Q4 | $252K | Buy |
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|
2020
Q3 | $213K | Buy |
|