Smith & Howard Wealth Management’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 | $997K | Buy |
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|
2025
Q1 | $858K | Sell |
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|
2024
Q4 | $843K | Hold |
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|
2024
Q3 | $816K | Sell |
|
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|
2024
Q2 | $871K | Hold |
|
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|
2024
Q1 | $750K | Hold |
|
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|
2023
Q4 | $676K | Hold |
|
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|
2023
Q3 | $579K | Sell |
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|
2023
Q2 | $567K | Hold |
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|
2023
Q1 | $523K | Hold |
|
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|
2022
Q4 | $481K | Hold |
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|
2022
Q3 | $497K | Hold |
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|
2022
Q2 | $505K | Hold |
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|
2022
Q1 | $606K | Hold |
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|
2021
Q4 | $598K | Hold |
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|
2021
Q3 | $473K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $219K | Sell |
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|
2019
Q4 | $232K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $204K | Buy |
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|
2015
Q4 | $201K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $219K | Buy |
|
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|
2014
Q1 | – | Sell |
|
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|
2013
Q4 | $18K | Hold |
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|
2013
Q3 | $17K | Hold |
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|
2013
Q2 | $17K | Buy |
|