Mason Investment Advisory Services’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 | $413K | Buy |
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|
2025
Q1 | $394K | Hold |
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|
2024
Q4 | $381K | Sell |
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|
2024
Q3 | $373K | Sell |
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|
2024
Q2 | $495K | Buy |
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|
2024
Q1 | $303K | Hold |
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|
2023
Q4 | $273K | Buy |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $209K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $479K | Hold |
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|
2022
Q1 | $576K | Hold |
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|
2021
Q4 | $568K | Hold |
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|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $352K | Hold |
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|
2020
Q4 | $377K | Hold |
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|
2020
Q3 | $355K | Hold |
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|
2020
Q2 | $303K | Hold |
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|
2020
Q1 | $285K | Hold |
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|
2019
Q4 | $294K | Hold |
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|
2019
Q3 | $288K | Hold |
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|
2019
Q2 | $264K | Hold |
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|
2019
Q1 | $242K | Buy |
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