IFP 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 | $20.4M | Buy |
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|
2025
Q1 | $18.6M | Sell |
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|
2024
Q4 | $18.7M | Buy |
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|
2024
Q3 | $17.7M | Buy |
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|
2024
Q2 | $13.3M | Sell |
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|
2024
Q1 | $11.4M | Buy |
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|
2023
Q4 | $8.8M | Buy |
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|
2023
Q3 | $7.52M | Buy |
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|
2023
Q2 | $6.88M | Buy |
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|
2023
Q1 | $1.94M | Sell |
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|
2022
Q4 | $2.69M | Sell |
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|
2022
Q3 | $2.84M | Buy |
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|
2022
Q2 | $2.61M | Hold |
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|
2022
Q1 | $2.61M | Sell |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $7.57M | Sell |
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|
2021
Q2 | $7.19M | Sell |
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|
2021
Q1 | $6.73M | Buy |
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|
2020
Q4 | $6.65M | Buy |
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|
2020
Q3 | $6.07M | Buy |
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|
2020
Q2 | $5.09M | Buy |
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|
2020
Q1 | $4.59M | Buy |
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|
2019
Q4 | $4.47M | Buy |
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|
2019
Q3 | $3.77M | Buy |
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|
2019
Q1 | $950K | Sell |
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|
2018
Q4 | $3.4M | Sell |
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|
2018
Q3 | $4.46M | Sell |
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|
2018
Q2 | $4.61M | Sell |
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|
2018
Q1 | $4.2M | Hold |
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|
2017
Q4 | $4.2M | Sell |
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|
2017
Q3 | $4.02M | Buy |
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|
2017
Q2 | $3.63M | Buy |
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|
2017
Q1 | $3.62M | Sell |
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|
2016
Q4 | $4.84M | Buy |
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|
2016
Q3 | $3.49M | Sell |
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|
2016
Q2 | $3.7M | Buy |
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|
2016
Q1 | $950K | Sell |
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|
2015
Q4 | $6.93M | Buy |
|