Centric 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 | $4.31M | Buy |
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|
2025
Q2 | $3.85M | Buy |
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|
2025
Q1 | $3.37M | Buy |
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|
2024
Q4 | $2.7M | Buy |
|
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|
2024
Q3 | $1.53M | Sell |
|
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.24M | Buy |
|
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|
2023
Q4 | $735K | Sell |
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|
2023
Q3 | $610K | Buy |
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|
2023
Q2 | $545K | Buy |
|
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|
2023
Q1 | $379K | Sell |
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|
2022
Q4 | $390K | Sell |
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|
2022
Q3 | $432K | Buy |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $518K | Buy |
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|
2021
Q4 | $490K | Buy |
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|
2021
Q3 | $383K | Hold |
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|
2021
Q2 | $337K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $203K | Buy |
|