BSW Wealth Partners’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 | $1.26M | Buy |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.28M | Sell |
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|
2024
Q4 | $1.25M | Hold |
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|
2024
Q3 | $1.21M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $980K | Sell |
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|
2023
Q4 | $944K | Buy |
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|
2023
Q3 | $742K | Sell |
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|
2023
Q2 | $769K | Buy |
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|
2023
Q1 | $706K | Buy |
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|
2022
Q4 | $648K | Buy |
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|
2022
Q3 | $670K | Sell |
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|
2022
Q2 | $692K | Buy |
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|
2022
Q1 | $829K | Buy |
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|
2021
Q4 | $725K | Buy |
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|
2021
Q3 | $574K | Sell |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $495K | Sell |
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|
2020
Q4 | $559K | Buy |
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|
2020
Q3 | $418K | Sell |
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|
2020
Q2 | $364K | Buy |
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|
2020
Q1 | $326K | Buy |
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|
2019
Q4 | $323K | Sell |
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|
2019
Q3 | $319K | Buy |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $239K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $220K | Buy |
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