Barton Investment Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.01M | Hold |
1,024
| – | – | 0.11% | 32 |
|
|
2025
Q1 | $968K | Hold |
1,024
| – | – | 0.12% | 31 |
|
|
2024
Q4 | $938K | Hold |
1,024
| – | – | 0.1% | 32 |
|
|
2024
Q3 | $908K | Hold |
1,024
| – | – | 0.11% | 32 |
|
|
2024
Q2 | $870K | Hold |
1,024
| – | – | 0.12% | 31 |
|
|
2024
Q1 | $750K | Hold |
1,024
| – | – | 0.09% | 34 |
|
|
2023
Q4 | $676K | Hold |
1,024
| – | – | 0.09% | 34 |
|
|
2023
Q3 | $579K | Hold |
1,024
| – | – | 0.09% | 33 |
|
|
2023
Q2 | $551K | Hold |
1,024
| – | – | 0.08% | 34 |
|
|
2023
Q1 | $509K | Hold |
1,024
| – | – | 0.09% | 34 |
|
|
2022
Q4 | $467K | Hold |
1,024
| – | – | 0.09% | 35 |
|
|
2022
Q3 | $484K | Hold |
1,024
| – | – | 0.1% | 33 |
|
|
2022
Q2 | $491K | Hold |
1,024
| – | – | 0.1% | 33 |
|
|
2022
Q1 | $590K | Hold |
1,024
| – | – | 0.07% | 34 |
|
|
2021
Q4 | $581K | Buy |
1,024
+274
| +37% | +$155K | 0.05% | 33 |
|
|
2021
Q3 | $337K | Hold |
750
| – | – | 0.03% | 39 |
|
|
2021
Q2 | $296K | Hold |
750
| – | – | 0.02% | 40 |
|
|
2021
Q1 | $264K | Hold |
750
| – | – | 0.02% | 39 |
|
|
2020
Q4 | $283K | Buy |
+750
| New | +$283K | 0.02% | 39 |
|