Roberts Capital 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 | $842K | Sell |
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|
2025
Q2 | $1.8M | Hold |
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|
2025
Q1 | $1.72M | Hold |
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|
2024
Q4 | $1.67M | Hold |
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|
2024
Q3 | $1.61M | Hold |
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|
2024
Q2 | $1.33M | Hold |
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|
2024
Q1 | $1.33M | Buy |
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|
2022
Q3 | $922K | Hold |
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|
2022
Q2 | $936K | Hold |
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|
2022
Q1 | $1.12M | Hold |
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|
2021
Q4 | $1.11M | Buy |
|