Baker Tilly 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 | $413K | Buy |
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|
2025
Q2 | $400K | Buy |
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|
2025
Q1 | $340K | Buy |
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|
2024
Q4 | $279K | Sell |
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|
2024
Q3 | $277K | Sell |
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|
2024
Q2 | $464K | Sell |
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|
2024
Q1 | $833K | Sell |
|
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|
2023
Q4 | $1.53M | Sell |
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|
2023
Q3 | $1.32M | Sell |
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|
2023
Q2 | $1.66M | Sell |
|
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|
2023
Q1 | $1.55M | Buy |
|
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|
2022
Q4 | $1.02M | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.07M | Buy |
|
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|
2022
Q1 | $1.03M | Sell |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $958K | Buy |
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|
2021
Q2 | $507K | Buy |
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|
2021
Q1 | $324K | Buy |
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|
2020
Q4 | $300K | Buy |
|