Schneider Downs Wealth Management 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 | $737K | Sell |
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|
2025
Q1 | $753K | Buy |
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|
2024
Q4 | $693K | Sell |
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|
2024
Q3 | $687K | Hold |
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|
2024
Q2 | $659K | Sell |
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|
2024
Q1 | $581K | Buy |
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|
2023
Q4 | $488K | Buy |
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|
2023
Q3 | $405K | Hold |
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|
2023
Q2 | $386K | Hold |
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|
2023
Q1 | $356K | Sell |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.07M | Hold |
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|
2022
Q1 | $1.29M | Sell |
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|
2021
Q4 | $1.29M | Sell |
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|
2021
Q3 | $1.02M | Buy |
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|
2021
Q2 | $895K | Buy |
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|
2021
Q1 | $793K | Buy |
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|
2020
Q4 | $278K | Buy |
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|
2020
Q3 | $247K | Buy |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $203K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $264K | Buy |
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