Leonard Rickey Investment 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
Q3 | $2.8M | Buy |
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|
2025
Q2 | $2.66M | Sell |
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|
2025
Q1 | $2.67M | Sell |
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|
2024
Q4 | $2.79M | Sell |
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|
2024
Q3 | $2.76M | Sell |
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|
2024
Q2 | $2.95M | Sell |
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|
2024
Q1 | $2.61M | Sell |
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|
2023
Q4 | $2.44M | Sell |
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|
2023
Q3 | $2.11M | Sell |
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|
2023
Q2 | $2.02M | Buy |
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|
2023
Q1 | $1.76M | Sell |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $706K | Sell |
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|
2022
Q2 | $719K | Buy |
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|
2022
Q1 | $634K | Sell |
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|
2021
Q4 | $635K | Buy |
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|
2021
Q3 | $481K | Sell |
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|
2021
Q2 | $450K | Buy |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $438K | Buy |
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|
2020
Q3 | $364K | Sell |
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|
2020
Q2 | $321K | Buy |
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|
2020
Q1 | $277K | Sell |
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|
2019
Q4 | $298K | Buy |
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|
2019
Q3 | $255K | Hold |
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|
2019
Q2 | $234K | Buy |
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|
2019
Q1 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Sell |
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|
2018
Q2 | $228K | Buy |
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|
2018
Q1 | $205K | Hold |
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|
2017
Q4 | $203K | Buy |
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