KMG Fiduciary Partners’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 | $11M | Buy |
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|
2025
Q2 | $11.3M | Buy |
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|
2025
Q1 | $10.5M | Buy |
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|
2024
Q4 | $9.77M | Buy |
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|
2024
Q3 | $9.01M | Buy |
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|
2024
Q2 | $4.47M | Sell |
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|
2024
Q1 | $3.86M | Buy |
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|
2023
Q4 | $2.43M | Buy |
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|
2023
Q3 | $1.98M | Buy |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.84M | Sell |
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|
2022
Q4 | $1.75M | Sell |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.86M | Buy |
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|
2022
Q1 | $2.07M | Buy |
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|
2021
Q4 | $2.03M | Sell |
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|
2021
Q3 | $1.63M | Buy |
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|
2021
Q2 | $1.43M | Buy |
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|
2021
Q1 | $1.25M | Buy |
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|
2020
Q4 | $1.22M | Sell |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $1.07M | Buy |
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|
2020
Q1 | $901K | Buy |
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|
2019
Q4 | $776K | Hold |
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|
2019
Q3 | $761K | Buy |
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|
2019
Q2 | $684K | Hold |
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|
2019
Q1 | $627K | Buy |
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|
2018
Q4 | $503K | Buy |
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