Moneta Group 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
Q2 | $13.1M | Buy |
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|
2025
Q1 | $12M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $10.7M | Buy |
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|
2024
Q2 | $9.53M | Buy |
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|
2024
Q1 | $6.6M | Buy |
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|
2023
Q4 | $5.7M | Buy |
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|
2023
Q3 | $4.87M | Sell |
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|
2023
Q2 | $4.87M | Buy |
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|
2023
Q1 | $4.12M | Buy |
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|
2022
Q4 | $3.04M | Sell |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $2.83M | Buy |
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|
2022
Q1 | $2.32M | Buy |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $1.31M | Sell |
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|
2021
Q1 | $1.32M | Sell |
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|
2020
Q4 | $1.48M | Buy |
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|
2020
Q3 | $712K | Sell |
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|
2020
Q2 | $615K | Buy |
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|
2020
Q1 | $500K | Buy |
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|
2019
Q4 | $510K | Sell |
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|
2019
Q3 | $501K | Buy |
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|
2019
Q2 | $421K | Buy |
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|
2019
Q1 | $385K | Sell |
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|
2018
Q4 | $356K | Sell |
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|
2018
Q3 | $485K | Buy |
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|
2018
Q2 | $394K | Buy |
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|
2018
Q1 | $284K | Hold |
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|
2017
Q4 | $280K | Hold |
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|
2017
Q3 | $247K | Buy |
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|
2017
Q2 | $240K | Hold |
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|
2017
Q1 | $252K | Hold |
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|
2016
Q4 | $240K | Sell |
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|
2016
Q3 | $240K | Buy |
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|
2016
Q2 | $236K | Sell |
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|
2016
Q1 | $331K | Hold |
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|
2015
Q4 | $339K | Buy |
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|
2015
Q3 | $108K | Buy |
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