SHFA
SC&H Financial Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.66M | Buy |
2,689
+16
| +0.6% | +$15.8K | 0.45% | 31 |
|
|
2025
Q1 | $2.53M | Hold |
2,673
| – | – | 0.5% | 31 |
|
|
2024
Q4 | $2.45M | Sell |
2,673
-50
| -2% | -$45.8K | 0.51% | 32 |
|
|
2024
Q3 | $2.41M | Hold |
2,723
| – | – | 0.53% | 31 |
|
|
2024
Q2 | $2.31M | Sell |
2,723
-19
| -0.7% | -$16.1K | 0.57% | 30 |
|
|
2024
Q1 | $2.01M | Sell |
2,742
-55
| -2% | -$40.3K | 0.52% | 31 |
|
|
2023
Q4 | $1.85M | Sell |
2,797
-30
| -1% | -$19.8K | 0.53% | 33 |
|
|
2023
Q3 | $1.6M | Sell |
2,827
-100
| -3% | -$56.5K | 0.53% | 32 |
|
|
2023
Q2 | $1.58M | Sell |
2,927
-1
| -0% | -$538 | 0.52% | 33 |
|
|
2023
Q1 | $1.46M | Buy |
2,928
+233
| +9% | +$116K | 0.53% | 33 |
|
|
2022
Q4 | $1.23M | Sell |
2,695
-130
| -5% | -$59.3K | 0.51% | 40 |
|
|
2022
Q3 | $1.33M | Sell |
2,825
-340
| -11% | -$161K | 0.67% | 33 |
|
|
2022
Q2 | $1.52M | Sell |
3,165
-105
| -3% | -$50.3K | 0.71% | 28 |
|
|
2022
Q1 | $1.88M | Sell |
3,270
-44
| -1% | -$25.3K | 0.9% | 23 |
|
|
2021
Q4 | $1.88M | Buy |
+3,314
| New | +$1.88M | 1.04% | 21 |
|