SIA
Schechter Investment Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $5.79M | Sell |
6,122
-1,720
| -22% | -$1.63M | 0.48% | 44 |
|
|
2024
Q4 | $7.19M | Sell |
7,842
-517
| -6% | -$474K | 0.55% | 32 |
|
|
2024
Q3 | $7.41M | Sell |
8,359
-110
| -1% | -$97.5K | 0.55% | 36 |
|
|
2024
Q2 | $7.2M | Sell |
8,469
-115
| -1% | -$97.8K | 0.54% | 35 |
|
|
2024
Q1 | $6.29M | Buy |
8,584
+9
| +0.1% | +$6.59K | 0.47% | 42 |
|
|
2023
Q4 | $5.66M | Buy |
8,575
+11
| +0.1% | +$7.26K | 0.49% | 38 |
|
|
2023
Q3 | $4.84M | Buy |
8,564
+223
| +3% | +$126K | 0.47% | 39 |
|
|
2023
Q2 | $4.49M | Buy |
8,341
+36
| +0.4% | +$19.4K | 0.4% | 43 |
|
|
2023
Q1 | $4.13M | Sell |
8,305
-389
| -4% | -$193K | 0.38% | 45 |
|
|
2022
Q4 | $3.97M | Buy |
8,694
+166
| +2% | +$75.8K | 0.36% | 44 |
|
|
2022
Q3 | $4.03M | Sell |
8,528
-651
| -7% | -$307K | 0.4% | 30 |
|
|
2022
Q2 | $4.4M | Sell |
9,179
-605
| -6% | -$290K | 0.43% | 30 |
|
|
2022
Q1 | $5.64M | Sell |
9,784
-378
| -4% | -$218K | 0.52% | 23 |
|
|
2021
Q4 | $5.77M | Buy |
+10,162
| New | +$5.77M | 0.52% | 27 |
|