Edgemoor Investment 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 | $778K | Buy |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $614K | Buy |
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|
2024
Q3 | $591K | Buy |
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|
2024
Q2 | $555K | Buy |
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|
2024
Q1 | $470K | Buy |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $293K | Sell |
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|
2023
Q2 | $333K | Sell |
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|
2023
Q1 | $319K | Sell |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $308K | Buy |
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|
2022
Q2 | $308K | Hold |
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|
2022
Q1 | $370K | Buy |
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|
2021
Q4 | $321K | Hold |
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|
2021
Q3 | $254K | Hold |
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|
2021
Q2 | $224K | Buy |
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