SIA
Schear Investment Advisers’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.69M | Sell |
4,740
-54
| -1% | -$53.5K | 2.32% | 12 |
|
|
2025
Q1 | $4.53M | Buy |
4,794
+19
| +0.4% | +$18K | 2.61% | 11 |
|
|
2024
Q4 | $4.38M | Buy |
4,775
+163
| +4% | +$149K | 2.33% | 11 |
|
|
2024
Q3 | $4.09M | Buy |
4,612
+534
| +13% | +$473K | 2.53% | 10 |
|
|
2024
Q2 | $3.47M | Buy |
4,078
+188
| +5% | +$160K | 2.5% | 9 |
|
|
2024
Q1 | $2.85M | Buy |
3,890
+110
| +3% | +$80.6K | 2.29% | 10 |
|
|
2023
Q4 | $2.5M | Buy |
3,780
+8
| +0.2% | +$5.28K | 2.41% | 10 |
|
|
2023
Q3 | $2.13M | Sell |
3,772
-102
| -3% | -$57.6K | 2.3% | 12 |
|
|
2023
Q2 | $2.09M | Buy |
3,874
+212
| +6% | +$114K | 2.2% | 12 |
|
|
2023
Q1 | $1.82M | Buy |
3,662
+34
| +0.9% | +$16.9K | 2.18% | 12 |
|
|
2022
Q4 | $1.66M | Buy |
+3,628
| New | +$1.66M | 2.04% | 12 |
|