Cedar 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 | $154K | Buy |
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|
2025
Q1 | $135K | Hold |
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|
2024
Q4 | $130K | Hold |
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|
2024
Q3 | $126K | Hold |
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|
2024
Q2 | $121K | Sell |
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|
2024
Q1 | $107K | Buy |
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|
2023
Q4 | $93.9K | Hold |
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|
2023
Q3 | $80.4K | Hold |
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|
2023
Q2 | $76.6K | Sell |
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|
2023
Q1 | $71.2K | Hold |
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|
2022
Q4 | $65.4K | Hold |
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|
2022
Q3 | $68K | Sell |
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|
2022
Q2 | $69K | Hold |
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|
2022
Q1 | $83K | Hold |
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|
2021
Q4 | $82K | Sell |
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|
2021
Q3 | $70K | Hold |
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|
2021
Q2 | $61K | Buy |
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|
2021
Q1 | $49K | Hold |
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|
2020
Q4 | $53K | Hold |
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|
2020
Q3 | $50K | Hold |
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|
2020
Q2 | $42K | Hold |
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|
2020
Q1 | $40K | Sell |
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|
2019
Q4 | $82K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $8K | Buy |
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