Gladstone Institutional Advisory’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
$9.69M Sell
2025
Q2
$11.4M Buy
2025
Q1
$9.08M Sell
2024
Q4
$9.03M Buy
2024
Q3
$8.01M Sell
2024
Q2
$8.91M Sell
2024
Q1
$7.95M Sell
2023
Q4
$8.86M Sell
2023
Q3
$7.81M Sell
2023
Q2
$7.45M Buy
2023
Q1
$5.79M Buy
2022
Q4
$3.2M Sell
2022
Q3
$3.43M Buy
2022
Q2
$3.15M Sell
2022
Q1
$4.92M Sell
2021
Q4
$6.25M Buy
2021
Q3
$2.95M Buy
2021
Q2
$947K Buy
2021
Q1
$588K Buy
2020
Q2
Sell
2020
Q1
$210K Buy