Roman Butler Fullerton & Co’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 | $4.2M | Buy |
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|
2025
Q1 | $2.83M | Sell |
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|
2024
Q4 | $2.88M | Buy |
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|
2024
Q3 | $2.62M | Buy |
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|
2024
Q2 | $2.51M | Buy |
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|
2024
Q1 | $2.03M | Buy |
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|
2023
Q4 | $898K | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $452K | Buy |
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|
2022
Q4 | $330K | Hold |
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|
2022
Q3 | $320K | Sell |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $1.1M | Buy |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $248K | Sell |
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|
2020
Q4 | $253K | Buy |
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