Gallagher Fiduciary 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
Sell
2025
Q1
$898K Buy
2024
Q4
$849K Buy
2024
Q3
$762K Buy
2024
Q2
$683K Hold
2024
Q1
$589K Sell
2023
Q4
$593K Sell
2023
Q3
$508K Sell
2023
Q2
$1.06M Sell
2023
Q1
$1.11M Buy