Legacy Financial 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
Q2 | $1.77M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.57M | Sell |
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|
2024
Q3 | $1.56M | Buy |
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|
2024
Q2 | $1.48M | Buy |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $868K | Buy |
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|
2023
Q2 | $714K | Buy |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $492K | Buy |
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|
2022
Q2 | $413K | Sell |
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|
2022
Q1 | $586K | Buy |
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|
2021
Q4 | $471K | Buy |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $267K | Sell |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $247K | Sell |
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|
2020
Q3 | $234K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $101K | Buy |
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|
2018
Q4 | $75K | Buy |
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|
2018
Q3 | $46K | Buy |
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|
2018
Q2 | $41K | Buy |
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|
2018
Q1 | $32K | Buy |
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|
2017
Q4 | $26K | Buy |
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