Mount Yale 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 | $1.2M | Sell |
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|
2025
Q1 | $1.45M | Buy |
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|
2024
Q4 | $1.33M | Buy |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $943K | Buy |
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|
2024
Q1 | $783K | Buy |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $201K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $242K | Sell |
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|
2022
Q3 | $268K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $836K | Sell |
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|
2021
Q3 | $707K | Sell |
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|
2021
Q2 | $640K | Buy |
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|
2021
Q1 | $565K | Sell |
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|
2020
Q4 | $612K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $24K | Buy |
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