Modera Wealth 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
Q3 | $6.28M | Sell |
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|
2025
Q2 | $6.76M | Sell |
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|
2025
Q1 | $6.61M | Sell |
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|
2024
Q4 | $6.48M | Buy |
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|
2024
Q3 | $5.55M | Buy |
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|
2024
Q2 | $5.14M | Sell |
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|
2024
Q1 | $4.56M | Sell |
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|
2023
Q4 | $4.24M | Sell |
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|
2023
Q3 | $3.64M | Sell |
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|
2023
Q2 | $3.51M | Buy |
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|
2023
Q1 | $1.82M | Buy |
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.49M | Sell |
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|
2022
Q2 | $1.52M | Buy |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $3.23M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $892K | Buy |
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|
2021
Q1 | $789K | Sell |
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|
2020
Q4 | $885K | Buy |
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|
2020
Q3 | $396K | Hold |
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|
2020
Q2 | $338K | Buy |
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|
2020
Q1 | $256K | Buy |
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|
2019
Q4 | $235K | Sell |
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|
2019
Q3 | $305K | Hold |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $256K | Sell |
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|
2018
Q4 | $218K | Hold |
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|
2018
Q3 | $251K | Hold |
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|
2018
Q2 | $223K | Sell |
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|
2018
Q1 | $300K | Sell |
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|
2017
Q4 | $307K | Buy |
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|
2017
Q3 | $214K | Buy |
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