Abound 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 | $708K | Sell |
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|
2025
Q2 | $769K | Sell |
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|
2025
Q1 | $744K | Buy |
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|
2024
Q4 | $712K | Buy |
|
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|
2024
Q3 | $673K | Buy |
|
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|
2024
Q2 | $631K | Buy |
|
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|
2024
Q1 | $526K | Buy |
|
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|
2023
Q4 | $465K | Sell |
|
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|
2023
Q3 | $458K | Buy |
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|
2023
Q2 | $177K | Buy |
|
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|
2023
Q1 | $146K | Buy |
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|
2022
Q4 | $130K | Buy |
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|
2022
Q3 | $133K | Buy |
|