Barton Investment 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 | $948K | Hold |
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|
2025
Q2 | $1.01M | Hold |
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|
2025
Q1 | $968K | Hold |
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|
2024
Q4 | $938K | Hold |
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|
2024
Q3 | $908K | Hold |
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|
2024
Q2 | $870K | Hold |
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|
2024
Q1 | $750K | Hold |
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|
2023
Q4 | $676K | Hold |
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|
2023
Q3 | $579K | Hold |
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|
2023
Q2 | $551K | Hold |
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|
2023
Q1 | $509K | Hold |
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|
2022
Q4 | $467K | Hold |
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|
2022
Q3 | $484K | Hold |
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|
2022
Q2 | $491K | Hold |
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|
2022
Q1 | $590K | Hold |
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|
2021
Q4 | $581K | Buy |
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|
2021
Q3 | $337K | Hold |
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|
2021
Q2 | $296K | Hold |
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|
2021
Q1 | $264K | Hold |
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|
2020
Q4 | $283K | Buy |
|