NewEdge Wealth’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 | $19.9M | Buy |
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|
2025
Q2 | $20.2M | Sell |
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|
2025
Q1 | $20.1M | Sell |
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|
2024
Q4 | $19.9M | Buy |
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|
2024
Q3 | $17.8M | Buy |
|
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|
2024
Q2 | $12.6M | Sell |
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|
2024
Q1 | $11.3M | Buy |
|
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|
2023
Q4 | $9.24M | Buy |
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|
2023
Q3 | $7.54M | Sell |
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|
2023
Q2 | $7.79M | Buy |
|
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|
2023
Q1 | $4.69M | Sell |
|
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|
2022
Q4 | $10.2M | Buy |
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|
2022
Q3 | $9.09M | Buy |
|
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|
2022
Q2 | $8.17M | Buy |
|
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|
2022
Q1 | $6.79M | Buy |
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|
2021
Q4 | $5.77M | Buy |
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|
2021
Q3 | $4.2M | Buy |
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|
2021
Q2 | $3.49M | Buy |
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|
2021
Q1 | $2.92M | Buy |
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|
2020
Q4 | $870K | Buy |
|