H&H Retirement Design & Management’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 | $474K | Sell |
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|
2025
Q4 | $625K | Buy |
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|
2025
Q3 | $394K | Buy |
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|
2025
Q2 | $406K | Sell |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | $443K | Hold |
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|
2024
Q3 | $383K | Hold |
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|
2024
Q2 | $362K | Hold |
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|
2024
Q1 | $306K | Hold |
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|
2023
Q4 | $310K | Hold |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $230K | Hold |
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|
2023
Q1 | $213K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $233K | Buy |
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|
2022
Q1 | $255K | Hold |
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|
2021
Q4 | $215K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $245K | Hold |
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|
2021
Q1 | $219K | Buy |
|