Corient Private Wealth’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
$839M Sell
2025
Q1
$1.16B Sell
2024
Q4
$1.25B Sell
2024
Q3
$1.22B Sell
2024
Q2
$1.21B Sell
2024
Q1
$1.05B Buy
2023
Q4
$639M Buy
2023
Q3
$484M Buy
2023
Q2
$460M Buy
2023
Q1
$396M Buy
2022
Q4
$246M Buy