Heritage Investment Group’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 | $591K | Buy |
|
|||||
|
2025
Q2 | $548K | Sell |
|
|||||
|
2025
Q1 | $548K | Buy |
|
|||||
|
2024
Q4 | $511K | Hold |
|
|||||
|
2024
Q3 | $495K | Buy |
|
|||||
|
2024
Q2 | $411K | Hold |
|
|||||
|
2024
Q1 | $354K | Buy |
|
|||||
|
2023
Q4 | $300K | Buy |
|
|||||
|
2023
Q3 | $242K | Hold |
|
|||||
|
2023
Q2 | $231K | Sell |
|
|||||
|
2023
Q1 | $226K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $215K | Buy |
|
|||||
|
2022
Q2 | $206K | Sell |
|
|||||
|
2022
Q1 | $248K | Buy |
|