SC&H Financial 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
Q2 | $2.66M | Buy |
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|
2025
Q1 | $2.53M | Hold |
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|
2024
Q4 | $2.45M | Sell |
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|
2024
Q3 | $2.41M | Hold |
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|
2024
Q2 | $2.31M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.46M | Buy |
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|
2022
Q4 | $1.23M | Sell |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.52M | Sell |
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|
2022
Q1 | $1.88M | Sell |
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|
2021
Q4 | $1.88M | Buy |
|