Cassaday & Co 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
Q2 | $9.14M | Buy |
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|
2025
Q1 | $8.71M | Buy |
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|
2024
Q4 | $8.25M | Buy |
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|
2024
Q3 | $7.33M | Buy |
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|
2024
Q2 | $6.88M | Buy |
|
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|
2024
Q1 | $5.9M | Buy |
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|
2023
Q4 | $5.27M | Sell |
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|
2023
Q3 | $4.55M | Buy |
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|
2023
Q2 | $4.28M | Buy |
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|
2023
Q1 | $3.92M | Buy |
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|
2022
Q4 | $3.55M | Buy |
|