Gradient Capital 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 | $865K | Buy |
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|
2025
Q2 | $621K | Buy |
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|
2025
Q1 | $532K | Buy |
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|
2024
Q4 | $510K | Sell |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q2 | $442K | Hold |
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|
2024
Q1 | $381K | Sell |
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|
2023
Q4 | $352K | Hold |
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|
2023
Q3 | $301K | Sell |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $268K | Hold |
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|
2022
Q4 | $246K | Hold |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $305K | Sell |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $217K | Buy |
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