Houlihan Financial Resource 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
Q4 | $912K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.03M | Sell |
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|
2025
Q1 | $1.18M | Sell |
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|
2024
Q4 | $1.23M | Hold |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.14M | Hold |
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|
2024
Q1 | $986K | Hold |
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|
2023
Q4 | $888K | Hold |
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|
2023
Q3 | $755K | Sell |
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|
2023
Q2 | $13.9M | Buy |
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|
2023
Q1 | $669K | Buy |
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|
2022
Q4 | $631K | Hold |
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|
2022
Q3 | $637K | Buy |
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|
2020
Q3 | $499K | Buy |
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|
2020
Q1 | $406K | Sell |
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|
2019
Q4 | $434K | Buy |
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