Loring Wolcott & Coolidge Fiduciary 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 | $238M | Sell |
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|
2025
Q1 | $238M | Sell |
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|
2024
Q4 | $237M | Sell |
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|
2024
Q3 | $222M | Sell |
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|
2024
Q2 | $213M | Sell |
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|
2024
Q1 | $182M | Sell |
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|
2023
Q4 | $177M | Sell |
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|
2023
Q3 | $142M | Buy |
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|
2023
Q2 | $137M | Buy |
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|
2023
Q1 | $124M | Buy |
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|
2022
Q4 | $113M | Sell |
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|
2022
Q3 | $117M | Buy |
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|
2022
Q2 | $115M | Buy |
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|
2022
Q1 | $133M | Buy |
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|
2021
Q4 | $129M | Buy |
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|
2021
Q3 | $98.7M | Buy |
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|
2021
Q2 | $82.4M | Buy |
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|
2021
Q1 | $66.2M | Buy |
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|
2020
Q4 | $50.1M | Buy |
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|
2020
Q3 | $29.8M | Buy |
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|
2020
Q2 | $4.47M | Buy |
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|
2020
Q1 | $2.3M | Buy |
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|
2019
Q4 | $2.31M | Buy |
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|
2019
Q3 | $2.13M | Buy |
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|
2019
Q2 | $1.91M | Buy |
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|
2019
Q1 | $1.7M | Buy |
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|
2018
Q4 | $1.43M | Sell |
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|
2018
Q3 | $1.64M | Sell |
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|
2018
Q2 | $1.47M | Sell |
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|
2018
Q1 | $1.36M | Sell |
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|
2017
Q4 | $1.35M | Hold |
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|
2017
Q3 | $1.19M | Sell |
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|
2017
Q2 | $1.15M | Sell |
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|
2017
Q1 | $1.23M | Buy |
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|
2016
Q4 | $1.09M | Sell |
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|
2016
Q3 | $1.07M | Buy |
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|
2016
Q2 | $1.06M | Buy |
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|
2016
Q1 | $1.04M | Buy |
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|
2015
Q4 | $988K | Buy |
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|
2015
Q3 | $711K | Hold |
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|
2015
Q2 | $711K | Hold |
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|
2015
Q1 | $798K | Buy |
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|
2014
Q4 | $680K | Hold |
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|
2014
Q3 | $601K | Buy |
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|
2014
Q2 | $435K | Hold |
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|
2014
Q1 | $422K | Buy |
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|
2013
Q4 | $367K | Buy |
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|
2013
Q3 | $274K | Sell |
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|
2013
Q2 | $318K | Buy |
|