Accel 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 | $545K | Sell |
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|
2025
Q2 | $693K | Buy |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $637K | Buy |
|
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|
2024
Q3 | $606K | Buy |
|
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|
2024
Q2 | $570K | Buy |
|
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|
2024
Q1 | $392K | Buy |
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|
2023
Q4 | $217K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $198K | Buy |
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|
2022
Q3 | $203K | Sell |
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|
2022
Q2 | $289K | Buy |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $186K | Buy |
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|
2021
Q1 | $96K | Buy |
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|
2020
Q4 | $83K | Buy |
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