Catalyst Private Wealth’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 | $919K | Sell |
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|
2025
Q2 | $1.01M | Buy |
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|
2025
Q1 | $816K | Buy |
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|
2024
Q4 | $789K | Buy |
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|
2024
Q3 | $743K | Hold |
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|
2024
Q2 | $712K | Sell |
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|
2024
Q1 | $680K | Buy |
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|
2023
Q4 | $450K | Sell |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $327K | Buy |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $203K | Sell |
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|
2021
Q4 | $201K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $472K | Buy |
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|
2020
Q4 | $396K | Hold |
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|
2020
Q3 | $373K | Buy |
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