HB Wealth Management’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 | $25.1M | Buy |
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|
2025
Q2 | $23.9M | Sell |
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|
2025
Q1 | $25.4M | Buy |
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|
2024
Q4 | $18.8M | Buy |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $15.2M | Buy |
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|
2024
Q1 | $12.2M | Buy |
|
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|
2023
Q4 | $8.49M | Buy |
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|
2023
Q3 | $7.06M | Buy |
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|
2023
Q2 | $5.35M | Buy |
|
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|
2023
Q1 | $4.92M | Buy |
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|
2022
Q4 | $4.19M | Buy |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $3.73M | Buy |
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|
2022
Q1 | $3.62M | Buy |
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|
2021
Q4 | $3.2M | Buy |
|