HFR Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6M | Sell |
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|
2025
Q1 | $17.8M | Sell |
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|
2024
Q4 | $17.5M | Sell |
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|
2024
Q3 | $17M | Buy |
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|
2024
Q2 | $16.2M | Sell |
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|
2024
Q1 | $14M | Sell |
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|
2023
Q4 | $12.7M | Hold |
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|
2023
Q3 | $10.9M | Sell |
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|
2023
Q2 | $10.5M | Buy |
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|
2023
Q1 | $9.66M | Sell |
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|
2022
Q4 | $8.88M | Sell |
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|
2022
Q3 | $9.2M | Sell |
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|
2022
Q2 | $9.44M | Sell |
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|
2022
Q1 | $11.8M | Sell |
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|
2021
Q4 | $15M | Buy |
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|
2021
Q3 | $11.8M | Buy |
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|
2021
Q2 | $10.2M | Buy |
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