Congress 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
Q2 | $4.36M | Sell |
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|
2025
Q1 | $59.3M | Buy |
|
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|
2024
Q4 | $51.8M | Sell |
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|
2024
Q3 | $52.4M | Buy |
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|
2024
Q2 | $48.4M | Buy |
|
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|
2024
Q1 | $41M | Sell |
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|
2023
Q4 | $40.4M | Buy |
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|
2023
Q3 | $34.1M | Buy |
|
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|
2023
Q2 | $31.5M | Buy |
|
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|
2023
Q1 | $28.8M | Buy |
|
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|
2022
Q4 | $26.4M | Buy |
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|
2022
Q3 | $26.8M | Sell |
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|
2022
Q2 | $27.6M | Buy |
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|
2022
Q1 | $33.1M | Sell |
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|
2021
Q4 | $33M | Buy |
|