Halpern Financial’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $352K | Hold |
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|
2024
Q2 | $341K | Hold |
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|
2024
Q1 | $283K | Hold |
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|
2023
Q4 | $259K | Hold |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $221K | Buy |
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|
2023
Q1 | $199K | Hold |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $193K | Buy |
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|
2022
Q2 | $192K | Hold |
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|
2022
Q1 | $231K | Hold |
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|
2021
Q4 | $228K | Buy |
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|
2021
Q3 | $531 | Hold |
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|
2021
Q2 | $466 | Hold |
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|
2021
Q1 | $415 | Hold |
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|
2020
Q4 | $443 | Hold |
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|
2020
Q3 | $406 | Hold |
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|
2020
Q2 | $346 | Hold |
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|
2020
Q1 | $324 | Sell |
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|
2019
Q4 | $15K | Buy |
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