Valmark Advisers’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 | $2.33M | Sell |
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|
2025
Q2 | $2.59M | Buy |
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|
2025
Q1 | $2.42M | Sell |
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|
2024
Q4 | $2.35M | Sell |
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|
2024
Q3 | $2.3M | Buy |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $792K | Sell |
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|
2023
Q2 | $757K | Sell |
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|
2023
Q1 | $744K | Buy |
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|
2022
Q4 | $573K | Sell |
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|
2022
Q3 | $690K | Buy |
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|
2022
Q2 | $687K | Buy |
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|
2022
Q1 | $751K | Buy |
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|
2021
Q4 | $657K | Sell |
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|
2021
Q3 | $532K | Buy |
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|
2021
Q2 | $425K | Sell |
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|
2021
Q1 | $404K | Buy |
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|
2020
Q4 | $389K | Buy |
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|
2020
Q3 | $277K | Buy |
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|
2020
Q2 | $223K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $254K | Buy |
|