ProVise Management 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 | $277K | Buy |
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|
2025
Q1 | $262K | Sell |
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|
2024
Q4 | $255K | Sell |
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|
2024
Q3 | $249K | Sell |
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|
2024
Q2 | $250K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $230K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $242K | Sell |
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|
2018
Q4 | $344K | Buy |
|