Nvest Financial’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 | $3.01M | Buy |
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|
2025
Q1 | $2.63M | Buy |
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|
2024
Q4 | $2.52M | Buy |
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|
2024
Q3 | $2.24M | Buy |
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|
2024
Q2 | $1.97M | Buy |
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $843K | Buy |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $377K | Buy |
|
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|
2022
Q4 | $340K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $320K | Sell |
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|
2022
Q1 | $422K | Buy |
|