United Capital Financial 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
Q3 | $78M | Sell |
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|
2025
Q2 | $84.6M | Sell |
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|
2025
Q1 | $82.2M | Sell |
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|
2024
Q4 | $83.7M | Sell |
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|
2024
Q3 | $87.4M | Sell |
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|
2024
Q2 | $89.6M | Sell |
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|
2024
Q1 | $89.6M | Sell |
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|
2023
Q4 | $88.3M | Sell |
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|
2023
Q3 | $109M | Sell |
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|
2023
Q2 | $112M | Sell |
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|
2023
Q1 | $106M | Sell |
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|
2022
Q4 | $99.1M | Sell |
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|
2022
Q3 | $105M | Sell |
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|
2022
Q2 | $107M | Sell |
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|
2022
Q1 | $133M | Sell |
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|
2021
Q4 | $136M | Sell |
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|
2021
Q3 | $110M | Buy |
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|
2021
Q2 | $96.4M | Buy |
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|
2021
Q1 | $84.8M | Buy |
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|
2020
Q4 | $86.3M | Buy |
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|
2020
Q3 | $79.1M | Buy |
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|
2020
Q2 | $67.6M | Buy |
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|
2020
Q1 | $62M | Buy |
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|
2019
Q4 | $50.7M | Buy |
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|
2019
Q3 | $48M | Sell |
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|
2019
Q2 | $47.7M | Buy |
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|
2019
Q1 | $41.4M | Sell |
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|
2018
Q4 | $35.2M | Sell |
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|
2018
Q3 | $40.8M | Sell |
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|
2018
Q2 | $37.1M | Sell |
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|
2018
Q1 | $33.9M | Sell |
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|
2017
Q4 | $33.7M | Buy |
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|
2017
Q3 | $28.7M | Buy |
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|
2017
Q2 | $22.4M | Buy |
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|
2017
Q1 | $22.4M | Sell |
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|
2016
Q4 | $22.4M | Sell |
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|
2016
Q3 | $21.6M | Buy |
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|
2016
Q2 | $20.2M | Buy |
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|
2016
Q1 | $19.9M | Buy |
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|
2015
Q4 | $14.4M | Sell |
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|
2015
Q3 | $13.2M | Buy |
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|
2015
Q2 | $11.9M | Sell |
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|
2015
Q1 | $12.8M | Buy |
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|
2014
Q4 | $4.21M | Buy |
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|
2014
Q3 | $3.42M | Sell |
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|
2014
Q2 | $3.23M | Sell |
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|
2014
Q1 | $3.21M | Buy |
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|
2013
Q4 | $906K | Sell |
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|
2013
Q3 | $3.39M | Sell |
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|
2013
Q2 | $3.26M | Buy |
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