Forvis Mazars Wealth 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
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.55M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.26M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.61M | Buy |
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|
2024
Q1 | $1.3M | Sell |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.19M | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $979K | Sell |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.08M | Buy |
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|
2021
Q4 | $734K | Hold |
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|
2021
Q3 | $581K | Buy |
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|
2021
Q2 | $391K | Sell |
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|
2021
Q1 | $704K | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $725K | Buy |
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|
2020
Q2 | $591K | Buy |
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|
2020
Q1 | $503K | Buy |
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|
2019
Q4 | $442K | Buy |
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|
2019
Q3 | $403K | Sell |
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|
2019
Q2 | $405K | Buy |
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|
2019
Q1 | $362K | Buy |
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|
2018
Q4 | $238K | Sell |
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|
2018
Q3 | $350K | Buy |
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|
2018
Q2 | $300K | Buy |
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|
2018
Q1 | $224K | Sell |
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|
2017
Q4 | $269K | Buy |
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|
2017
Q3 | $219K | Sell |
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|
2017
Q2 | $215K | Buy |
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|
2017
Q1 | $210K | Sell |
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|
2016
Q4 | $247K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $255K | Buy |
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|
2015
Q3 | $218K | Buy |
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