Kovitz Investment Group 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 | $39.4M | Buy |
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|
2025
Q2 | $39.8M | Buy |
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|
2025
Q1 | $19.9M | Sell |
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|
2024
Q4 | $19.6M | Sell |
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|
2024
Q3 | $10.1M | Buy |
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|
2024
Q2 | $8.2M | Buy |
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|
2024
Q1 | $6.35M | Sell |
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|
2023
Q4 | $6.87M | Sell |
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|
2023
Q3 | $7M | Sell |
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|
2023
Q2 | $7.37M | Sell |
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|
2023
Q1 | $7.25M | Sell |
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|
2022
Q4 | $7.53M | Sell |
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|
2022
Q3 | $8.68M | Sell |
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|
2022
Q2 | $9.28M | Buy |
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|
2022
Q1 | $11M | Buy |
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|
2021
Q4 | $1.73M | Sell |
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|
2021
Q3 | $8.39M | Sell |
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|
2021
Q2 | $7.47M | Buy |
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|
2021
Q1 | $3.41M | Buy |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.73M | Sell |
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|
2020
Q2 | $1.52M | Buy |
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|
2020
Q1 | $1.42M | Sell |
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|
2019
Q4 | $1.64M | Sell |
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|
2019
Q3 | $1.73M | Sell |
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|
2019
Q2 | $1.71M | Sell |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $201K | Buy |
|