Lee, Danner & Bass’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 | $2.5M | Buy |
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|
2025
Q2 | $2.36M | Buy |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $2.31M | Buy |
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|
2024
Q3 | $1.58M | Buy |
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|
2024
Q2 | $1.33M | Buy |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $363K | Sell |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $341K | Hold |
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|
2022
Q4 | $313K | Sell |
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|
2022
Q3 | $352K | Buy |
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|
2022
Q2 | $349K | Buy |
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|
2022
Q1 | $371K | Hold |
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|
2021
Q4 | $366K | Hold |
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|
2021
Q3 | $289K | Sell |
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|
2021
Q2 | $294K | Hold |
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|
2021
Q1 | $262K | Hold |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $247K | Sell |
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|
2020
Q2 | $219K | Buy |
|