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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $336K | Buy |
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|
2025
Q4 | $276K | Hold |
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|
2025
Q3 | $296K | Buy |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $290K | Buy |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $252K | Buy |
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|
2024
Q2 | $179K | Hold |
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|
2024
Q1 | $152K | Hold |
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|
2023
Q4 | $139K | Hold |
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|
2023
Q3 | $121K | Hold |
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|
2023
Q2 | $114K | Hold |
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|
2023
Q1 | $105K | Hold |
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|
2022
Q4 | $96.3K | Buy |
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|
2022
Q3 | $97.9K | Hold |
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|
2022
Q2 | $99.6K | Buy |
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|
2022
Q1 | $96.7K | Hold |
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|
2021
Q4 | $95.4K | Buy |
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|
2021
Q3 | $8.07K | Hold |
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|
2021
Q2 | $7.1K | Hold |
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|
2021
Q1 | $6.39K | Hold |
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|
2020
Q4 | $6.78K | Buy |
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|
2020
Q3 | $4.66K | Buy |
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