Blue Bell Private 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 | $336K | Sell |
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|
2025
Q2 | $371K | Buy |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $294K | Hold |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $218K | Buy |
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|
2023
Q4 | $192K | Buy |
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|
2023
Q3 | $107K | Hold |
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|
2023
Q2 | $102K | Hold |
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|
2023
Q1 | $93.9K | Hold |
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|
2022
Q4 | $86.3K | Sell |
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|
2022
Q3 | $94K | Sell |
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|
2022
Q2 | $96K | Buy |
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|
2022
Q1 | $113K | Hold |
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|
2021
Q4 | $111K | Buy |
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