Concord Wealth Partners’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 | $2.84M | Buy |
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|
2025
Q2 | $2.76M | Sell |
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|
2025
Q1 | $2.65M | Sell |
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|
2024
Q4 | $3.95M | Buy |
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|
2024
Q3 | $3.7M | Buy |
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|
2024
Q2 | $3.14M | Buy |
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|
2024
Q1 | $2.47M | Buy |
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|
2023
Q4 | $1.85M | Buy |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $450K | Buy |
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|
2023
Q1 | $266K | Sell |
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|
2022
Q4 | $272K | Buy |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $305K | Buy |
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|
2022
Q1 | $258K | Buy |
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|
2021
Q4 | $230K | Buy |
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|
2021
Q3 | $106K | Sell |
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|
2021
Q2 | $147K | Buy |
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|
2021
Q1 | $130K | Buy |
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|
2020
Q4 | $99K | Buy |
|