Welch & Forbes’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 | $161M | Sell |
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|
2025
Q1 | $157M | Sell |
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|
2024
Q4 | $154M | Sell |
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|
2024
Q3 | $149M | Sell |
|
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|
2024
Q2 | $150M | Sell |
|
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|
2024
Q1 | $126M | Buy |
|
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|
2023
Q4 | $113M | Buy |
|
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|
2023
Q3 | $96.1M | Sell |
|
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|
2023
Q2 | $93M | Buy |
|
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|
2023
Q1 | $85.8M | Buy |
|
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|
2022
Q4 | $78.3M | Buy |
|
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|
2022
Q3 | $80.6M | Buy |
|
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|
2022
Q2 | $81.8M | Buy |
|
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|
2022
Q1 | $96.7M | Buy |
|
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|
2021
Q4 | $91.7M | Sell |
|
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|
2021
Q3 | $72.6M | Buy |
|
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|
2021
Q2 | $63.8M | Buy |
|
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|
2021
Q1 | $55.4M | Buy |
|
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|
2020
Q4 | $44.4M | Buy |
|
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|
2020
Q3 | $41.4M | Sell |
|
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|
2020
Q2 | $35.4M | Buy |
|
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|
2020
Q1 | $31.9M | Buy |
|
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|
2019
Q4 | $32.8M | Sell |
|
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|
2019
Q3 | $32.4M | Buy |
|
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|
2019
Q2 | $29.6M | Sell |
|
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|
2019
Q1 | $28M | Sell |
|
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|
2018
Q4 | $24.2M | Sell |
|
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|
2018
Q3 | $28M | Sell |
|
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|
2018
Q2 | $25M | Buy |
|
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|
2018
Q1 | $22.4M | Buy |
|
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|
2017
Q4 | $21.6M | Sell |
|
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|
2017
Q3 | $19.4M | Sell |
|
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|
2017
Q2 | $19.1M | Buy |
|
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|
2017
Q1 | $19.9M | Sell |
|
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|
2016
Q4 | $19.2M | Buy |
|
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|
2016
Q3 | $18M | Sell |
|
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|
2016
Q2 | $18.7M | Buy |
|
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|
2016
Q1 | $18.4M | Buy |
|
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|
2015
Q4 | $18.1M | Buy |
|
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|
2015
Q3 | $15.9M | Buy |
|
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|
2015
Q2 | $14.8M | Sell |
|
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|
2015
Q1 | $16.7M | Sell |
|
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|
2014
Q4 | $16.4M | Buy |
|
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|
2014
Q3 | $14.4M | Buy |
|
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|
2014
Q2 | $13.3M | Buy |
|
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|
2014
Q1 | $12.7M | Sell |
|
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|
2013
Q4 | $13.8M | Sell |
|
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|
2013
Q3 | $13.3M | Sell |
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|
2013
Q2 | $12.8M | Buy |
|