Halbert Hargrove Global 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 | $122K | Buy |
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|
2025
Q2 | $123K | Sell |
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|
2025
Q1 | $121K | Buy |
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|
2024
Q4 | $102K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $524K | Sell |
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|
2023
Q2 | $502K | Sell |
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|
2023
Q1 | $876K | Sell |
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|
2022
Q4 | $812K | Buy |
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|
2022
Q3 | $821K | Sell |
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|
2022
Q2 | $872K | Buy |
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.01M | Sell |
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|
2021
Q3 | $805K | Sell |
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|
2021
Q2 | $732K | Buy |
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|
2021
Q1 | $609K | Buy |
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|
2020
Q4 | $632K | Buy |
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|
2020
Q3 | $585K | Buy |
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|
2020
Q2 | $220K | Sell |
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|
2020
Q1 | $208K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $201K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $277K | Sell |
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|
2015
Q1 | $323K | Buy |
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