Kelleher Financial 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 | $555K | Hold |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $541K | Buy |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $477K | Hold |
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|
2024
Q1 | $411K | Hold |
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|
2023
Q4 | $370K | Buy |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $408K | Hold |
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|
2023
Q1 | $376K | Hold |
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|
2022
Q4 | $346K | Sell |
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|
2022
Q3 | $369K | Sell |
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|
2022
Q2 | $387K | Buy |
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|
2022
Q1 | $451K | Buy |
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|
2021
Q4 | $412K | Sell |
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|
2021
Q3 | $421K | Buy |
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|
2021
Q2 | $287K | Sell |
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|
2021
Q1 | $330K | Buy |
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|
2020
Q4 | $274K | Hold |
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|
2020
Q3 | $258K | Buy |
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