Bartlett & Co 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 | $132M | Sell |
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|
2025
Q2 | $143M | Sell |
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|
2025
Q1 | $139M | Sell |
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|
2024
Q4 | $140M | Sell |
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|
2024
Q3 | $137M | Sell |
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|
2024
Q2 | $134M | Sell |
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|
2024
Q1 | $120M | Sell |
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|
2023
Q4 | $112M | Sell |
|
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|
2023
Q3 | $95.2M | Sell |
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|
2023
Q2 | $91.1M | Buy |
|
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|
2023
Q1 | $81.4M | Buy |
|
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|
2022
Q4 | $73.9M | Buy |
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|
2022
Q3 | $74.9M | Buy |
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|
2022
Q2 | $75.5M | Sell |
|
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|
2022
Q1 | $91.9M | Buy |
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|
2021
Q4 | $89M | Buy |
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|
2021
Q3 | $70M | Buy |
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|
2021
Q2 | $61.4M | Buy |
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|
2021
Q1 | $52.7M | Buy |
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|
2020
Q4 | $37.2M | Buy |
|
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|
2020
Q3 | $30.9M | Buy |
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|
2020
Q2 | $14.4M | Buy |
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|
2020
Q1 | $2.62M | Sell |
|
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|
2019
Q4 | $2.75M | Sell |
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|
2019
Q3 | $2.88M | Buy |
|
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|
2019
Q2 | $1.08M | Buy |
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|
2019
Q1 | $988K | Hold |
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|
2018
Q4 | $831K | Buy |
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|
2018
Q3 | $958K | Buy |
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|
2018
Q2 | $825K | Sell |
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|
2018
Q1 | $886K | Buy |
|