Sanford Advisory Services’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
$303K Buy
663
+77
+13% +$37.6K 0.07% 109
2022
Q3
$277K Buy
586
+50
+9% +$26K 0.08% 94
2022
Q2
$257K Hold
536
0.07% 100
2022
Q1
$309K Buy
536
+33
+7% +$17.3K 0.08% 84
2021
Q4
$286K Buy
503
+10
+2% +$5.12K 0.06% 91
2021
Q3
$222K Buy
+493
New +$217K 0.06% 102

Other funds holding COST

Sanford Advisory Services's COST Position: Q4 2022 in Review

Sanford Advisory Services increased its Costco (COST) stake by 13% in Q4 2022, buying an estimated $37.6K and bringing the position to 663 shares worth $303K. The position accounts for 0.07% of the portfolio, ranked #109.

Sanford Advisory Services first reported a position in COST in Q3 2021 and has held it in 6 quarters since. The position peaked at $309K in Q1 2022. 2,932 funds tracked by Wall St. Rank hold COST as of Q4 2022.

  • Sanford Advisory Services held 663 shares of Costco worth $303K as of Q4 2022.
  • Sanford Advisory Services bought 77 Costco shares in Q4 2022, an estimated $37.6K.
  • Costco made up 0.07% of Sanford Advisory Services's portfolio in Q4 2022, its #109 holding.
  • Sanford Advisory Services first reported a position in Costco in Q3 2021 and has held it in 6 quarters since.
  • Sanford Advisory Services's Costco position peaked at $309K in Q1 2022.
  • 2,932 funds tracked by Wall St. Rank held Costco as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.