HHM Wealth Advisors’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 | $455K | Buy |
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|
2025
Q2 | $437K | Sell |
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|
2025
Q1 | $479K | Buy |
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|
2024
Q4 | $428K | Buy |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $248K | Sell |
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|
2023
Q2 | $238K | Hold |
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|
2023
Q1 | $220K | Buy |
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|
2022
Q4 | $123K | Hold |
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|
2022
Q3 | $127K | Sell |
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|
2022
Q2 | $199K | Sell |
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|
2022
Q1 | $263K | Buy |
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|
2021
Q4 | $211K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $147K | Sell |
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|
2021
Q1 | $131K | Hold |
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|
2020
Q4 | $141K | Hold |
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|
2020
Q3 | $132K | Hold |
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|
2020
Q2 | $113K | Buy |
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|
2020
Q1 | $106K | Buy |
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