Sharkey, Howes & Javer’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $437K | Hold |
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|
2025
Q2 | $467K | Hold |
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|
2025
Q1 | $446K | Buy |
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|
2024
Q4 | $432K | Hold |
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|
2024
Q3 | $418K | Hold |
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|
2024
Q2 | $401K | Hold |
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|
2024
Q1 | $345K | Buy |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $211K | Hold |
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|
2022
Q3 | $219K | Hold |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $281K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2021
Q3 | $208K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $70K | Buy |
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|
2019
Q1 | $64K | Hold |
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|
2018
Q4 | $54K | Hold |
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|
2018
Q3 | $62K | Buy |
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|
2018
Q2 | $55K | Hold |
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|
2018
Q1 | $49K | Hold |
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|
2017
Q4 | $49K | Buy |
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|
2017
Q3 | $32K | Buy |
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|
2017
Q2 | $16K | Hold |
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|
2017
Q1 | $17K | Hold |
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|
2016
Q4 | $16K | Hold |
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|
2016
Q3 | $15K | Hold |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $16K | Hold |
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|
2015
Q4 | $16K | Hold |
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|
2015
Q3 | $14K | Hold |
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|
2015
Q2 | $14K | Hold |
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|
2015
Q1 | $15K | Buy |
|