Charter Oak Capital 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 | $244K | Buy |
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|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | $241K | Buy |
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|
2024
Q4 | $218K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $49K | Hold |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $38K | Hold |
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|
2021
Q2 | $34K | Hold |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $32K | Buy |
|