Lee Financial’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 | $1.22M | Buy |
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|
2025
Q2 | $1.22M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.25M | Buy |
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|
2023
Q3 | $464K | Buy |
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $558K | Sell |
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|
2022
Q4 | $636K | Buy |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $340K | Buy |
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|
2021
Q4 | $332K | Buy |
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|
2021
Q3 | $244K | Sell |
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|
2021
Q2 | $259K | Hold |
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|
2021
Q1 | $231K | Hold |
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|
2020
Q4 | $247K | Hold |
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|
2020
Q3 | $233K | Buy |
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|
2020
Q2 | $168K | Hold |
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|
2020
Q1 | $158K | Hold |
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|
2019
Q4 | $163K | Hold |
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|
2019
Q3 | $160K | Hold |
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|
2019
Q2 | $147K | Hold |
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|
2019
Q1 | $134K | Hold |
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|
2018
Q4 | $113K | Hold |
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|
2018
Q3 | $130K | Buy |
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|
2018
Q2 | $71K | Hold |
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|
2018
Q1 | $64K | Buy |
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|
2017
Q4 | $42K | Sell |
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|
2017
Q3 | $50K | Buy |
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|
2017
Q2 | $36K | Hold |
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|
2017
Q1 | $38K | Sell |
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|
2016
Q4 | $48K | Buy |
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