Robertson Stephens Wealth Management’s Costco COST Stock Holding History

Robertson Stephens Wealth Management’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$21.1M	Buy
2025 Q1	$20M	Buy
2024 Q4	$12.3M	Buy
2024 Q3	$7.65M	Sell
2024 Q2	$7.55M	Buy
2024 Q1	$5.05M	Buy
2023 Q4	$4.12M	Buy
2020 Q4	–	Sell
2020 Q3	$487K	Buy