BigSur 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 | $2.86M | Sell |
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|
2025
Q2 | $3.08M | Buy |
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|
2025
Q1 | $2.92M | Sell |
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|
2024
Q4 | $3.22M | Hold |
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|
2024
Q3 | $3.11M | Hold |
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|
2024
Q2 | $2.98M | Sell |
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|
2024
Q1 | $2.77M | Buy |
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|
2023
Q4 | $1.2M | Hold |
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|
2023
Q3 | $1.01M | Hold |
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|
2023
Q2 | $958K | Sell |
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|
2023
Q1 | $919K | Sell |
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|
2022
Q4 | $913K | Hold |
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|
2022
Q3 | $945K | Hold |
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|
2022
Q2 | $959K | Hold |
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|
2022
Q1 | $1.15M | Buy |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $225K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $250K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $358K | Hold |
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|
2017
Q4 | $354K | Hold |
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|
2017
Q3 | $312K | Hold |
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|
2017
Q2 | $298K | Hold |
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|
2017
Q1 | $341K | Hold |
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|
2016
Q4 | $304K | Buy |
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