LIA
LBMC Investment Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Hold |
1,481
| – | – | 0.1% | 77 |
|
|
2025
Q1 | $1.4M | Hold |
1,481
| – | – | 0.11% | 70 |
|
|
2024
Q4 | $1.36M | Sell |
1,481
-150
| -9% | -$137K | 0.11% | 71 |
|
|
2024
Q3 | $1.45M | Hold |
1,631
| – | – | 0.11% | 65 |
|
|
2024
Q2 | $1.39M | Hold |
1,631
| – | – | 0.12% | 61 |
|
|
2024
Q1 | $1.19M | Buy |
1,631
+490
| +43% | +$359K | 0.1% | 67 |
|
|
2023
Q4 | $753K | Hold |
1,141
| – | – | 0.07% | 79 |
|
|
2023
Q3 | $645K | Hold |
1,141
| – | – | 0.07% | 82 |
|
|
2023
Q2 | $614K | Hold |
1,141
| – | – | 0.06% | 86 |
|
|
2023
Q1 | $567K | Sell |
1,141
-35
| -3% | -$17.4K | 0.06% | 92 |
|
|
2022
Q4 | $537K | Hold |
1,176
| – | – | 0.06% | 88 |
|
|
2022
Q3 | $555K | Hold |
1,176
| – | – | 0.06% | 71 |
|
|
2022
Q2 | $564K | Buy |
1,176
+62
| +6% | +$29.7K | 0.06% | 77 |
|
|
2022
Q1 | $641K | Sell |
1,114
-45
| -4% | -$25.9K | 0.06% | 78 |
|
|
2021
Q4 | $658K | Sell |
1,159
-3,468
| -75% | -$1.97M | 0.06% | 81 |
|
|
2021
Q3 | $521 | Buy |
4,627
+3,513
| +315% | +$396 | 0.05% | 88 |
|
|
2021
Q2 | $441K | Buy |
+1,114
| New | +$441K | 0.04% | 96 |
|