Global Financial Private Client’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
$296K Buy
2025
Q2
$304K Hold
2025
Q1
$290K Buy
2024
Q4
$266K Buy
2024
Q3
$252K Buy
2024
Q2
$179K Hold
2024
Q1
$152K Hold
2023
Q4
$139K Hold
2023
Q3
$121K Hold
2023
Q2
$114K Hold
2023
Q1
$105K Hold
2022
Q4
$96.3K Buy
2022
Q3
$97.9K Hold
2022
Q2
$99.6K Buy
2022
Q1
$96.7K Hold
2021
Q4
$95.4K Buy
2021
Q3
$8.07K Hold
2021
Q2
$7.1K Hold
2021
Q1
$6.39K Hold
2020
Q4
$6.78K Buy
2020
Q3
$4.66K Buy