Evermay 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
Q3 | $1.7M | Sell |
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|
2025
Q2 | $1.83M | Buy |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.57M | Buy |
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|
2023
Q4 | $1.41M | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.38M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.25M | Buy |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.39M | Sell |
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|
2021
Q4 | $1.37M | Hold |
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|
2021
Q3 | $1.08M | Sell |
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|
2021
Q2 | $971K | Hold |
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|
2021
Q1 | $865K | Hold |
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|
2020
Q4 | $925K | Buy |
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|
2020
Q3 | $861K | Sell |
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|
2020
Q2 | $743K | Hold |
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|
2020
Q1 | $699K | Buy |
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|
2019
Q4 | $719K | Buy |
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|
2019
Q3 | $400K | Sell |
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|
2019
Q2 | $369K | Hold |
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|
2019
Q1 | $338K | Hold |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $328K | Sell |
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|
2018
Q2 | $302K | Hold |
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|
2018
Q1 | $273K | Sell |
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|
2017
Q4 | $367K | Buy |
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|
2017
Q3 | $258K | Hold |
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|
2017
Q2 | $251K | Hold |
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|
2017
Q1 | $263K | Buy |
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