RZH
Relyea Zuckerberg Hanson’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Buy |
2,149
+112
| +5% | +$111K | 0.25% | 63 |
|
|
2025
Q1 | $1.93M | Buy |
2,037
+84
| +4% | +$79.5K | 0.26% | 61 |
|
|
2024
Q4 | $1.79M | Buy |
1,953
+79
| +4% | +$72.4K | 0.24% | 63 |
|
|
2024
Q3 | $1.66M | Sell |
1,874
-182
| -9% | -$161K | 0.25% | 59 |
|
|
2024
Q2 | $1.75M | Buy |
2,056
+88
| +4% | +$74.8K | 0.29% | 49 |
|
|
2024
Q1 | $1.44M | Buy |
1,968
+97
| +5% | +$71.1K | 0.25% | 57 |
|
|
2023
Q4 | $1.24M | Buy |
1,871
+11
| +0.6% | +$7.26K | 0.24% | 64 |
|
|
2023
Q3 | $1.05M | Buy |
1,860
+95
| +5% | +$53.7K | 0.24% | 61 |
|
|
2023
Q2 | $950K | Buy |
1,765
+69
| +4% | +$37.1K | 0.21% | 67 |
|
|
2023
Q1 | $843K | Buy |
1,696
+68
| +4% | +$33.8K | 0.21% | 71 |
|
|
2022
Q4 | $743K | Buy |
1,628
+60
| +4% | +$27.4K | 0.21% | 69 |
|
|
2022
Q3 | $741K | Buy |
1,568
+82
| +6% | +$38.8K | 0.27% | 57 |
|
|
2022
Q2 | $712K | Sell |
1,486
-71
| -5% | -$34K | 0.27% | 60 |
|
|
2022
Q1 | $920K | Buy |
1,557
+15
| +1% | +$8.86K | 0.3% | 54 |
|
|
2021
Q4 | $743K | Buy |
1,542
+151
| +11% | +$72.8K | 0.27% | 65 |
|
|
2021
Q3 | $625K | Buy |
1,391
+49
| +4% | +$22K | 0.24% | 70 |
|
|
2021
Q2 | $531K | Buy |
1,342
+20
| +2% | +$7.91K | 0.22% | 69 |
|
|
2021
Q1 | $489K | Buy |
1,322
+49
| +4% | +$18.1K | 0.22% | 69 |
|
|
2020
Q4 | $480K | Sell |
1,273
-5
| -0.4% | -$1.89K | 0.26% | 67 |
|
|
2020
Q3 | $481K | Buy |
1,278
+76
| +6% | +$28.6K | 0.31% | 63 |
|
|
2020
Q2 | $364K | Sell |
1,202
-43
| -3% | -$13K | 0.29% | 71 |
|
|
2020
Q1 | $355K | Sell |
1,245
-54
| -4% | -$15.4K | 0.39% | 62 |
|
|
2019
Q4 | $382K | Buy |
+1,299
| New | +$382K | 0.37% | 64 |
|