Heron Financial Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$1.54M Buy
2023
Q1
$1.37M Sell
2022
Q4
$1.29M Sell
2022
Q3
$1.39M Buy
2022
Q2
$1.39M Sell
2022
Q1
$1.71M Sell
2021
Q4
$1.52M Buy
2021
Q3
$1.34M Buy
2021
Q2
$1.14M Buy
2021
Q1
$892K Buy
2020
Q4
$826K Buy
2020
Q3
$712K Buy
2020
Q2
$362K Buy
2020
Q1
$264K Buy
2019
Q4
$259K Buy