YHB Investment 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 | $38.9M | Sell |
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|
2025
Q2 | $42M | Sell |
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|
2025
Q1 | $40.8M | Sell |
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|
2024
Q4 | $39.8M | Sell |
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|
2024
Q3 | $39.4M | Sell |
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|
2024
Q2 | $38.6M | Sell |
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|
2024
Q1 | $33.7M | Sell |
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|
2023
Q4 | $30.4M | Sell |
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|
2023
Q3 | $27.7M | Sell |
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|
2023
Q2 | $26.6M | Sell |
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|
2023
Q1 | $24.7M | Buy |
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|
2022
Q4 | $22.1M | Sell |
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|
2022
Q3 | $23.2M | Sell |
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|
2022
Q2 | $23.6M | Sell |
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|
2022
Q1 | $28.4M | Sell |
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|
2021
Q4 | $28.9M | Buy |
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|
2021
Q3 | $22.9M | Sell |
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|
2021
Q2 | $20.2M | Buy |
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|
2021
Q1 | $18.9M | Buy |
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|
2020
Q4 | $19.2M | Sell |
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|
2020
Q3 | $18.2M | Sell |
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|
2020
Q2 | $17.9M | Buy |
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|
2020
Q1 | $16.6M | Buy |
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|
2019
Q4 | $17.1M | Sell |
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|
2019
Q3 | $17.1M | Buy |
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|
2019
Q2 | $15.3M | Sell |
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|
2019
Q1 | $14.3M | Sell |
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|
2018
Q4 | $12.1M | Buy |
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|
2018
Q3 | $12.8M | Buy |
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|
2018
Q2 | $11.3M | Buy |
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|
2018
Q1 | $10.1M | Buy |
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|
2017
Q4 | $9.78M | Buy |
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|
2017
Q3 | $8.62M | Sell |
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|
2017
Q2 | $9.03M | Buy |
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|
2017
Q1 | $8.91M | Buy |
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|
2016
Q4 | $8.03M | Buy |
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|
2016
Q3 | $7M | Sell |
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|
2016
Q2 | $7.84M | Buy |
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|
2016
Q1 | $7.36M | Sell |
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|
2015
Q4 | $8.17M | Sell |
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|
2015
Q3 | $7.61M | Buy |
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|
2015
Q2 | $7.05M | Buy |
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|
2015
Q1 | $7.7M | Sell |
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|
2014
Q4 | $7.31M | Buy |
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|
2014
Q3 | $6.44M | Sell |
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|
2014
Q2 | $5.92M | Buy |
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|
2014
Q1 | $5.65M | Buy |
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|
2013
Q4 | $5.65M | Buy |
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|
2013
Q3 | $5.35M | Buy |
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|
2013
Q2 | $5.07M | Buy |
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