LBMC Investment 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 | $1.88M | Buy |
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|
2025
Q2 | $1.47M | Hold |
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|
2025
Q1 | $1.4M | Hold |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.45M | Hold |
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|
2024
Q2 | $1.39M | Hold |
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|
2024
Q1 | $1.19M | Buy |
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|
2023
Q4 | $753K | Hold |
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|
2023
Q3 | $645K | Hold |
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|
2023
Q2 | $614K | Hold |
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|
2023
Q1 | $567K | Sell |
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|
2022
Q4 | $537K | Hold |
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|
2022
Q3 | $555K | Hold |
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|
2022
Q2 | $564K | Buy |
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|
2022
Q1 | $641K | Sell |
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|
2021
Q4 | $658K | Sell |
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|
2021
Q3 | $521 | Buy |
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|
2021
Q2 | $441K | Buy |
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