Bosman Wealth Management’s Costco COST Stock Holding History

Bosman Wealth Management’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-352	Closed	-$323K	–	44
2024 Q4	$323K	Buy	+352	New	+$327K	0.31%	29

Other funds holding COST

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bosman Wealth Management's COST Position: Q1 2025 in Review

Bosman Wealth Management sold out of Costco (COST) in Q1 2025, closing a stake of 352 shares — an estimated $323K sold.

Bosman Wealth Management first reported a position in COST in Q4 2024 and held it in 1 quarter. The position peaked at $323K in Q4 2024. 3,944 funds tracked by Wall St. Rank hold COST as of Q1 2025.

Bosman Wealth Management reported no remaining Costco position as of Q1 2025 after selling out during the quarter.
Bosman Wealth Management sold 352 Costco shares in Q1 2025, an estimated $323K.
Bosman Wealth Management first reported a position in Costco in Q4 2024 and held it in 1 quarter.
Bosman Wealth Management's Costco position peaked at $323K in Q4 2024.
3,944 funds tracked by Wall St. Rank held Costco as of Q1 2025.

Based on Bosman Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.