Lenox Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $790K | Sell |
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|
2021
Q4 | $752K | Buy |
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|
2021
Q3 | $589K | Sell |
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|
2021
Q2 | $526K | Sell |
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|
2021
Q1 | $474K | Sell |
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|
2020
Q4 | $987K | Buy |
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|
2020
Q3 | $913K | Buy |
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|
2020
Q2 | $763K | Sell |
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|
2020
Q1 | $718K | Hold |
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|
2019
Q4 | $740K | Buy |
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|
2019
Q3 | $720K | Hold |
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|
2019
Q2 | $661K | Hold |
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|
2019
Q1 | $605K | Sell |
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|
2018
Q4 | $560K | Hold |
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|
2018
Q3 | $646K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $15K | Hold |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $16K | Buy |
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|
2015
Q4 | $5K | Sell |
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|
2015
Q3 | $8K | Buy |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $5K | Hold |
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|
2014
Q4 | $4K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $6K | Buy |
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