HCR Wealth 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 | $7.67M | Buy |
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|
2025
Q2 | $7.91M | Buy |
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|
2025
Q1 | $7.45M | Sell |
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|
2024
Q4 | $7.3M | Sell |
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|
2024
Q3 | $7.12M | Sell |
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|
2024
Q2 | $6.88M | Sell |
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|
2024
Q1 | $5.96M | Sell |
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|
2023
Q4 | $6.9M | Buy |
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|
2023
Q3 | $4.26M | Sell |
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|
2023
Q2 | $4.32M | Sell |
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|
2023
Q1 | $4.01M | Buy |
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|
2022
Q4 | $3.67M | Sell |
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|
2022
Q3 | $3.89M | Sell |
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|
2022
Q2 | $4.07M | Sell |
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|
2022
Q1 | $4.98M | Sell |
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|
2021
Q4 | $5.26M | Sell |
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|
2021
Q3 | $4.27M | Sell |
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|
2021
Q2 | $3.8M | Buy |
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|
2021
Q1 | $3.32M | Sell |
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|
2020
Q4 | $4.29M | Buy |
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|
2020
Q3 | $4.02M | Sell |
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|
2020
Q2 | $3.43M | Sell |
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|
2020
Q1 | $3.31M | Sell |
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|
2019
Q4 | $3.46M | Buy |
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|
2019
Q3 | $3.17M | Sell |
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|
2019
Q2 | $3.08M | Buy |
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|
2019
Q1 | $2.43M | Sell |
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|
2018
Q4 | $2.19M | Sell |
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|
2018
Q3 | $2.52M | Sell |
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|
2018
Q2 | $2.32M | Buy |
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|
2018
Q1 | $1.94M | Buy |
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|
2017
Q4 | $1.88M | Buy |
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|
2017
Q3 | $1.64M | Buy |
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|
2017
Q2 | $1.53M | Sell |
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|
2017
Q1 | $1.62M | Buy |
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|
2016
Q4 | $1.54M | Buy |
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