4J 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
Q3 | $372K | Hold |
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|
2025
Q2 | $398K | Sell |
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|
2025
Q1 | $382K | Sell |
|
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|
2024
Q4 | $372K | Sell |
|
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|
2024
Q3 | $371K | Hold |
|
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|
2024
Q2 | $355K | Buy |
|
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|
2024
Q1 | $292K | Sell |
|
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|
2023
Q4 | $269K | Sell |
|
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|
2023
Q3 | $233K | Hold |
|
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|
2023
Q2 | $222K | Hold |
|
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|
2023
Q1 | $205K | Buy |
|
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $202K | Buy |
|
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|
2022
Q1 | $226K | Sell |
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|
2021
Q4 | $253K | Sell |
|
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|
2021
Q3 | $204K | Buy |
|