Castle 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 | $1.08M | Buy |
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|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $958K | Sell |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $893K | Sell |
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|
2024
Q1 | $789K | Sell |
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|
2023
Q4 | $770K | Buy |
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|
2023
Q3 | $647K | Sell |
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|
2023
Q2 | $647K | Sell |
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|
2023
Q1 | $625K | Sell |
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|
2022
Q4 | $622K | Sell |
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|
2022
Q3 | $729K | Sell |
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|
2022
Q2 | $753K | Buy |
|