HHRDM
H&H Retirement Design & Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Sell |
429
-1
| -0.2% | -$947 | 0.22% | 62 |
|
|
2025
Q1 | $411K | Buy |
430
+2
| +0.5% | +$1.91K | 0.27% | 54 |
|
|
2024
Q4 | $443K | Hold |
428
| – | – | 0.27% | 58 |
|
|
2024
Q3 | $383K | Hold |
428
| – | – | 0.23% | 62 |
|
|
2024
Q2 | $362K | Hold |
428
| – | – | 0.22% | 67 |
|
|
2024
Q1 | $306K | Hold |
428
| – | – | 0.2% | 69 |
|
|
2023
Q4 | $310K | Hold |
428
| – | – | 0.2% | 51 |
|
|
2023
Q3 | $242K | Hold |
428
| – | – | 0.17% | 52 |
|
|
2023
Q2 | $230K | Hold |
428
| – | – | 0.15% | 49 |
|
|
2023
Q1 | $213K | Buy |
428
+1
| +0.2% | +$497 | 0.14% | 50 |
|
|
2022
Q4 | $207K | Buy |
+427
| New | +$207K | 0.17% | 68 |
|
|
2022
Q3 | – | Sell |
-426
| Closed | -$233K | – | 71 |
|
|
2022
Q2 | $233K | Buy |
426
+1
| +0.2% | +$547 | 0.17% | 69 |
|
|
2022
Q1 | $255K | Hold |
425
| – | – | 0.17% | 49 |
|
|
2021
Q4 | $215K | Buy |
+425
| New | +$215K | 0.14% | 65 |
|
|
2021
Q3 | – | Sell |
-590
| Closed | -$245K | – | 43 |
|
|
2021
Q2 | $245K | Hold |
590
| – | – | 0.15% | 39 |
|
|
2021
Q1 | $219K | Buy |
+590
| New | +$219K | 0.13% | 42 |
|