Plante Moran Financial Advisors’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 | $1.21M | Sell |
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|
2025
Q2 | $1.5M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.13M | Sell |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.06M | Sell |
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|
2023
Q4 | $961K | Buy |
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|
2023
Q3 | $789K | Sell |
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|
2023
Q2 | $773K | Sell |
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|
2023
Q1 | $718K | Sell |
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|
2022
Q4 | $684K | Sell |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $1.03M | Buy |
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|
2022
Q1 | $1.15M | Sell |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $941K | Buy |
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|
2021
Q2 | $677K | Sell |
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|
2021
Q1 | $795K | Buy |
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|
2020
Q4 | $535K | Sell |
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|
2020
Q3 | $732K | Buy |
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|
2020
Q2 | $586K | Sell |
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|
2020
Q1 | $562K | Buy |
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|
2019
Q4 | $534K | Buy |
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|
2019
Q3 | $493K | Sell |
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|
2019
Q2 | $455K | Hold |
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|
2019
Q1 | $417K | Sell |
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|
2018
Q4 | $393K | Buy |
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|
2018
Q3 | $395K | Sell |
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|
2018
Q2 | $395K | Buy |
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|
2018
Q1 | $344K | Buy |
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|
2017
Q4 | $324K | Buy |
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|
2017
Q3 | $248K | Sell |
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|
2017
Q2 | $299K | Buy |
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|
2017
Q1 | $282K | Buy |
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|
2016
Q4 | $235K | Buy |
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|
2016
Q3 | $204K | Buy |
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|
2016
Q2 | $144K | Sell |
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|
2016
Q1 | $207K | Sell |
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|
2015
Q4 | $223K | Sell |
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|
2015
Q3 | $214K | Buy |
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|
2015
Q2 | $162K | Buy |
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|
2015
Q1 | $170K | Buy |
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|
2014
Q4 | $118K | Hold |
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|
2014
Q3 | $105K | Sell |
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|
2014
Q2 | $128K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $2K | Hold |
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|
2013
Q3 | $2K | Buy |
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