Center for Financial Planning’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 | $301K | Sell |
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|
2025
Q1 | $316K | Buy |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $276K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $228K | Sell |
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|
2023
Q4 | $222K | Buy |
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|
2023
Q3 | $162K | Buy |
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|
2023
Q2 | $124K | Hold |
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|
2023
Q1 | $114K | Hold |
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|
2022
Q4 | $105K | Hold |
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|
2022
Q3 | $109K | Hold |
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|
2022
Q2 | $110K | Hold |
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|
2022
Q1 | $132K | Hold |
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|
2021
Q4 | $131K | Hold |
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|
2021
Q3 | $103K | Hold |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $81K | Hold |
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|
2020
Q4 | $87K | Hold |
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|
2020
Q3 | $82K | Hold |
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|
2020
Q2 | $70K | Sell |
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|
2020
Q1 | $76K | Buy |
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|
2019
Q4 | $68K | Buy |
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