Klingman & Associates’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 | $3.08M | Buy |
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|
2025
Q2 | $3.2M | Buy |
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|
2025
Q1 | $2.9M | Sell |
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|
2024
Q4 | $2.83M | Sell |
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|
2024
Q3 | $2.8M | Buy |
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|
2024
Q2 | $953K | Buy |
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|
2024
Q1 | $800K | Sell |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $589K | Buy |
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|
2023
Q1 | $483K | Buy |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $477K | Sell |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $683K | Buy |
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|
2021
Q4 | $668K | Buy |
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|
2021
Q3 | $525K | Sell |
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|
2021
Q2 | $476K | Buy |
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|
2021
Q1 | $395K | Buy |
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|
2020
Q4 | $403K | Sell |
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|
2020
Q3 | $545K | Buy |
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|
2020
Q2 | $327K | Sell |
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|
2020
Q1 | $329K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $186K | Buy |
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|
2016
Q2 | $152K | Hold |
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|
2016
Q1 | $153K | Hold |
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|
2015
Q4 | $156K | Hold |
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|
2015
Q3 | $139K | Sell |
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|
2015
Q2 | $145K | Buy |
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|
2015
Q1 | $147K | Hold |
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|
2014
Q4 | $137K | Buy |
|