IBEX 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
Q2 | $5.66M | Buy |
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|
2025
Q1 | $5.26M | Buy |
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|
2024
Q4 | $4.82M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $5.8M | Buy |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $2.32K | Sell |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q1 | $302K | Sell |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $1.9M | Buy |
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|
2022
Q2 | $406K | Sell |
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|
2022
Q1 | $2.88M | Buy |
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|
2021
Q4 | $218K | Buy |
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|
2021
Q3 | $150K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.47M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.85M | Buy |
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|
2018
Q2 | $2.1M | Hold |
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|
2018
Q1 | $2.1M | Buy |
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|
2017
Q4 | $1.89M | Buy |
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|
2017
Q3 | $1.49M | Buy |
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|
2017
Q2 | $1.37M | Buy |
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|
2017
Q1 | $959K | Buy |
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|
2016
Q4 | $919K | Buy |
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|
2016
Q3 | $730K | Buy |
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