Heck Capital Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $343K | Sell |
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|
2025
Q4 | $298K | Sell |
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|
2025
Q3 | $321K | Buy |
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|
2025
Q2 | $323K | Buy |
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|
2025
Q1 | $31.2K | Hold |
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|
2024
Q4 | $30.2K | Hold |
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|
2024
Q3 | $29.3K | Sell |
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|
2024
Q2 | $38.3K | Hold |
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|
2024
Q1 | $33K | Hold |
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|
2023
Q4 | $29.7K | Hold |
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|
2023
Q3 | $25.4K | Buy |
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