Cabot 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 | – | Sell |
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|
2025
Q2 | $213K | Sell |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $237K | Sell |
|
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|
2024
Q3 | $246K | Buy |
|
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|
2024
Q2 | $218K | Buy |
|
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|
2022
Q4 | – | Sell |
|
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|
2022
Q3 | $378K | Buy |
|
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|
2022
Q2 | $324K | Buy |
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|
2022
Q1 | $384K | Buy |
|
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|
2021
Q4 | $378K | Buy |
|
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $222K | Buy |
|