Key Client Fiduciary 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
Q3 | $732K | Buy |
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|
2025
Q2 | $768K | Sell |
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|
2025
Q1 | $797K | Buy |
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|
2024
Q4 | $729K | Buy |
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|
2024
Q3 | $654K | Sell |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $553K | Buy |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $366K | Hold |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $329K | Sell |
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|
2022
Q4 | $308K | Buy |
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|
2022
Q3 | $281K | Buy |
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|
2022
Q2 | $260K | Buy |
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|
2022
Q1 | $304K | Buy |
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|
2021
Q4 | $288K | Buy |
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