Cedar Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Buy |
155
+13
| +9% | +$12.9K | 0.05% | 86 |
|
|
2025
Q1 | $135K | Hold |
142
| – | – | 0.05% | 89 |
|
|
2024
Q4 | $130K | Hold |
142
| – | – | 0.05% | 81 |
|
|
2024
Q3 | $126K | Hold |
142
| – | – | 0.04% | 118 |
|
|
2024
Q2 | $121K | Sell |
142
-4
| -3% | -$3.41K | 0.04% | 117 |
|
|
2024
Q1 | $107K | Buy |
146
+4
| +3% | +$2.94K | 0.04% | 130 |
|
|
2023
Q4 | $93.9K | Hold |
142
| – | – | 0.03% | 128 |
|
|
2023
Q3 | $80.4K | Hold |
142
| – | – | 0.03% | 138 |
|
|
2023
Q2 | $76.6K | Sell |
142
-1
| -0.7% | -$539 | 0.03% | 138 |
|
|
2023
Q1 | $71.2K | Hold |
143
| – | – | 0.03% | 134 |
|
|
2022
Q4 | $65.4K | Hold |
143
| – | – | 0.03% | 129 |
|
|
2022
Q3 | $68K | Sell |
143
-1
| -0.7% | -$476 | 0.03% | 146 |
|
|
2022
Q2 | $69K | Hold |
144
| – | – | 0.03% | 152 |
|
|
2022
Q1 | $83K | Hold |
144
| – | – | 0.03% | 149 |
|
|
2021
Q4 | $82K | Sell |
144
-11
| -7% | -$6.26K | 0.03% | 156 |
|
|
2021
Q3 | $70K | Hold |
155
| – | – | 0.03% | 142 |
|
|
2021
Q2 | $61K | Buy |
155
+15
| +11% | +$5.9K | 0.03% | 159 |
|
|
2021
Q1 | $49K | Hold |
140
| – | – | 0.02% | 152 |
|
|
2020
Q4 | $53K | Hold |
140
| – | – | 0.03% | 133 |
|
|
2020
Q3 | $50K | Hold |
140
| – | – | 0.03% | 131 |
|
|
2020
Q2 | $42K | Hold |
140
| – | – | 0.03% | 131 |
|
|
2020
Q1 | $40K | Sell |
140
-140
| -50% | -$40K | 0.03% | 132 |
|
|
2019
Q4 | $82K | Buy |
+280
| New | +$82K | 0.05% | 78 |
|
|
2018
Q3 | – | Sell |
-38
| Closed | -$8K | – | 187 |
|
|
2018
Q2 | $8K | Buy |
+38
| New | +$8K | ﹤0.01% | 129 |
|