Chesapeake 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 | $572K | Sell |
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|
2025
Q2 | $617K | Hold |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $586K | Sell |
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|
2024
Q3 | $602K | Sell |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $417K | Sell |
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|
2023
Q4 | $406K | Hold |
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|
2023
Q3 | $347K | Hold |
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|
2023
Q2 | $331K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $205K | Buy |
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|
2022
Q1 | $225K | Hold |
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|
2021
Q4 | $221K | Sell |
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|
2021
Q3 | $213K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $230K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $210K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $235K | Sell |
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|
2018
Q4 | $656K | Buy |
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|
2018
Q3 | $587K | Buy |
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