Callan Family Office’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
$16.6M Sell
2025
Q2
$21.4M Buy
2025
Q1
$3.58M Sell
2024
Q4
$11.8M Buy
2024
Q3
$3.28M Buy
2024
Q2
$443K Buy
2024
Q1
Sell
2023
Q4
$286K Buy
2023
Q3
Sell
2023
Q2
$536K Buy
2023
Q1
$485K Buy
2022
Q4
$332K Buy