Oxford Financial Group’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 | $3.79M | Sell |
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|
2025
Q1 | $3.68M | Sell |
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|
2024
Q4 | $3.89M | Buy |
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|
2024
Q3 | $3.58M | Sell |
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|
2024
Q2 | $3.55M | Buy |
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|
2024
Q1 | $2.81M | Buy |
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|
2023
Q4 | $2.49M | Sell |
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|
2023
Q3 | $2.19M | Sell |
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|
2023
Q2 | $2.39M | Buy |
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|
2023
Q1 | $1.62M | Buy |
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|
2022
Q4 | $1.49M | Buy |
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|
2022
Q3 | $1.45M | Sell |
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|
2022
Q2 | $1.48M | Sell |
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|
2022
Q1 | $1.8M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.38M | Sell |
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|
2021
Q2 | $1.23M | Buy |
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|
2021
Q1 | $1.08M | Sell |
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|
2020
Q4 | $1.17M | Buy |
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|
2020
Q3 | $1.09M | Hold |
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|
2020
Q2 | $935K | Sell |
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|
2020
Q1 | $938K | Buy |
|