Obermeyer Wealth Partners’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 | $2.98M | Sell |
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|
2025
Q2 | $3.23M | Buy |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.54M | Buy |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.51M | Buy |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.18M | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.43M | Sell |
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|
2021
Q4 | $1.42M | Hold |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $937K | Sell |
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|
2021
Q1 | $842K | Buy |
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|
2020
Q4 | $674K | Sell |
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|
2020
Q3 | $636K | Buy |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $500K | Sell |
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|
2019
Q4 | $559K | Hold |
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|
2019
Q3 | $548K | Buy |
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|
2019
Q2 | $438K | Sell |
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|
2019
Q1 | $414K | Hold |
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|
2018
Q4 | $348K | Hold |
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|
2018
Q3 | $401K | Hold |
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|
2018
Q2 | $357K | Sell |
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|
2018
Q1 | $327K | Sell |
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|
2017
Q4 | $350K | Sell |
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|
2017
Q3 | $334K | Sell |
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|
2017
Q2 | $429K | Hold |
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|
2017
Q1 | $450K | Sell |
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|
2016
Q4 | $503K | Buy |
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|
2016
Q3 | $356K | Buy |
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|
2016
Q2 | $342K | Hold |
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|
2016
Q1 | $343K | Hold |
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|
2015
Q4 | $352K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $13K | Buy |
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