Heritage Financial Services’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 | $1.34M | Sell |
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|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.35M | Buy |
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|
2024
Q3 | $1.28M | Hold |
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|
2024
Q2 | $1.23M | Sell |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $970K | Buy |
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|
2023
Q3 | $731K | Buy |
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|
2023
Q2 | $683K | Sell |
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|
2023
Q1 | $679K | Buy |
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|
2022
Q4 | $611K | Buy |
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|
2022
Q3 | $492K | Hold |
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|
2022
Q2 | $499K | Hold |
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|
2022
Q1 | $600K | Buy |
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|
2021
Q4 | $348K | Buy |
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