J.P. Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $221M | Sell |
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|
2023
Q2 | $226M | Sell |
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|
2023
Q1 | $258M | Buy |
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|
2022
Q4 | $218M | Sell |
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|
2022
Q3 | $251M | Buy |
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|
2022
Q2 | $237M | Buy |
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|
2022
Q1 | $265M | Buy |
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|
2021
Q4 | $203M | Buy |
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|
2021
Q3 | $160M | Sell |
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|
2021
Q2 | $147M | Buy |
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|
2021
Q1 | $129M | Sell |
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|
2020
Q4 | $166M | Sell |
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|
2020
Q3 | $177M | Buy |
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|
2020
Q2 | $137M | Buy |
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|
2020
Q1 | $129M | Buy |
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|
2019
Q4 | $128M | Buy |
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|
2019
Q3 | $120M | Buy |
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|
2019
Q2 | $105M | Buy |
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|
2019
Q1 | $95M | Buy |
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|
2018
Q4 | $74M | Buy |
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|
2018
Q3 | $77.2M | Buy |
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|
2018
Q2 | $66.6M | Buy |
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|
2018
Q1 | $54.8M | Buy |
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|
2017
Q4 | $51.8M | Buy |
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|
2017
Q3 | $44.1M | Buy |
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|
2017
Q2 | $39.7M | Sell |
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|
2017
Q1 | $42M | Sell |
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|
2016
Q4 | $40.7M | Sell |
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|
2016
Q3 | $38.8M | Sell |
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|
2016
Q2 | $40M | Sell |
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|
2016
Q1 | $42.8M | Buy |
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|
2015
Q4 | $40.8M | Buy |
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|
2015
Q3 | $35.7M | Buy |
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|
2015
Q2 | $32M | Buy |
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|
2015
Q1 | $34.3M | Buy |
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|
2014
Q4 | $31.5M | Sell |
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|
2014
Q3 | $27.9M | Buy |
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|
2014
Q2 | $23.7M | Sell |
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|
2014
Q1 | $24.7M | Buy |
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|
2013
Q4 | $24.9M | Buy |
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|
2013
Q3 | $23.5M | Buy |
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|
2013
Q2 | $18.7M | Buy |
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