Institutional & Family Asset Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $224K | Buy |
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|
2024
Q1 | $157K | Sell |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $123K | Hold |
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|
2023
Q2 | $117K | Sell |
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|
2023
Q1 | $109K | Sell |
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|
2022
Q4 | $104K | Buy |
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|
2022
Q3 | $74K | Hold |
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|
2022
Q2 | $75K | Sell |
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|
2022
Q1 | $96K | Hold |
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|
2021
Q4 | $95K | Sell |
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|
2021
Q3 | $90K | Buy |
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|
2021
Q2 | $57K | Sell |
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|
2021
Q1 | $106K | Sell |
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|
2020
Q4 | $230K | Buy |
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|
2020
Q3 | $202K | Sell |
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|
2020
Q2 | $180K | Sell |
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|
2020
Q1 | $172K | Buy |
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|
2019
Q4 | $144K | Buy |
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|
2019
Q3 | $133K | Buy |
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|
2019
Q2 | $82K | Sell |
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|
2019
Q1 | $91K | Buy |
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|
2018
Q4 | $76K | Buy |
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|
2018
Q3 | $75K | Sell |
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|
2018
Q2 | $67K | Hold |
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|
2018
Q1 | $61K | Buy |
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