Ascent Wealth Partners’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 | $3.23M | Buy |
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|
2025
Q2 | $3.41M | Buy |
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|
2025
Q1 | $1.64M | Buy |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $496K | Buy |
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|
2024
Q2 | $456K | Sell |
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|
2024
Q1 | $520K | Hold |
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|
2023
Q4 | $469K | Sell |
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|
2023
Q3 | $402K | Buy |
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|
2023
Q2 | $338K | Buy |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $239K | Sell |
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|
2022
Q3 | $257K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $325K | Buy |
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|
2021
Q3 | $229K | Buy |
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