MPS Loria Financial Planners’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 | $360K | Sell |
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|
2025
Q2 | $386K | Buy |
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|
2025
Q1 | $368K | Hold |
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|
2024
Q4 | $356K | Hold |
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|
2024
Q3 | $345K | Buy |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $260K | Buy |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $206K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $119K | Hold |
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|
2020
Q4 | $129K | Buy |
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|
2020
Q3 | $109K | Hold |
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|
2020
Q2 | $93K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $58K | Buy |
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