Schwarz Dygos Wheeler Investment 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 | $5.15M | Buy |
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|
2025
Q1 | $4.91M | Sell |
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|
2024
Q4 | $4.9M | Sell |
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|
2024
Q3 | $4.8M | Sell |
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|
2024
Q2 | $4.78M | Sell |
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|
2024
Q1 | $4.19M | Sell |
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|
2023
Q4 | $3.78M | Sell |
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|
2023
Q3 | $3.54M | Hold |
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|
2023
Q2 | $3.37M | Buy |
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|
2023
Q1 | $3.05M | Hold |
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|
2022
Q4 | $2.8M | Sell |
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|
2022
Q3 | $2.9M | Sell |
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|
2022
Q2 | $3.04M | Sell |
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|
2022
Q1 | $4.56M | Sell |
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|
2021
Q4 | $4.69M | Sell |
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|
2021
Q3 | $3.75M | Sell |
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|
2021
Q2 | $3.4M | Buy |
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|
2021
Q1 | $3.02M | Buy |
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|
2020
Q4 | $3.2M | Sell |
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|
2020
Q3 | $3.02M | Buy |
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|
2020
Q2 | $2.71M | Buy |
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|
2020
Q1 | $2.33M | Sell |
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|
2019
Q4 | $2.5M | Buy |
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|
2019
Q3 | $2.44M | Sell |
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|
2019
Q2 | $2.26M | Buy |
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|
2019
Q1 | $2.05M | Sell |
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|
2018
Q4 | $1.79M | Buy |
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