Empirical Wealth 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
Q2 | $31M | Buy |
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|
2025
Q1 | $28.6M | Sell |
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|
2024
Q4 | $28.6M | Sell |
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|
2024
Q3 | $27.9M | Sell |
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|
2024
Q2 | $27.7M | Buy |
|
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|
2024
Q1 | $23.4M | Buy |
|
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|
2023
Q4 | $18.2M | Sell |
|
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|
2023
Q3 | $15.8M | Buy |
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|
2023
Q2 | $14.5M | Buy |
|
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|
2023
Q1 | $8.04M | Sell |
|
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|
2022
Q4 | $7.4M | Buy |
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|
2022
Q3 | $7.58M | Buy |
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|
2022
Q2 | $6.91M | Sell |
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|
2022
Q1 | $8.4M | Buy |
|
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|
2021
Q4 | $7.92M | Sell |
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|
2021
Q3 | $6.33M | Sell |
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|
2021
Q2 | $5.92M | Buy |
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|
2021
Q1 | $4.81M | Sell |
|
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|
2020
Q4 | $5.24M | Sell |
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|
2020
Q3 | $5.13M | Sell |
|
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|
2020
Q2 | $4.47M | Buy |
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|
2020
Q1 | $4.04M | Buy |
|
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|
2019
Q4 | $4.06M | Sell |
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|
2019
Q3 | $4.1M | Buy |
|
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|
2019
Q2 | $3.68M | Buy |
|
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|
2019
Q1 | $2.73M | Sell |
|
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|
2018
Q4 | $2.31M | Buy |
|
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|
2018
Q3 | $1.16M | Sell |
|
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|
2018
Q2 | $1.03M | Buy |
|
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|
2018
Q1 | $919K | Buy |
|
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|
2017
Q4 | $656K | Buy |
|
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|
2017
Q3 | $569K | Buy |
|
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|
2017
Q2 | $519K | Sell |
|
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|
2017
Q1 | $615K | Sell |
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|
2016
Q4 | $599K | Buy |
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|
2016
Q3 | $483K | Buy |
|
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|
2016
Q2 | $399K | Buy |
|
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|
2016
Q1 | $388K | Buy |
|
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|
2015
Q4 | $381K | Sell |
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|
2015
Q3 | $473K | Buy |
|
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|
2015
Q2 | $401K | Buy |
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|
2015
Q1 | $230K | Sell |
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|
2014
Q4 | $300K | Buy |
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|
2014
Q3 | $265K | Buy |
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