Lummis Asset Management’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
$9.9K Hold
2025
Q1
$9.46K Hold
2024
Q4
$9.16K Hold
2024
Q3
$8.87K Hold
2024
Q2
$8.5K Hold
2024
Q1
$7.33K Hold
2023
Q4
$6.6K Buy