Core 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 | $3.67M | Buy |
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|
2025
Q2 | $3.4M | Buy |
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|
2025
Q1 | $2.67M | Buy |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.51M | Buy |
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|
2023
Q2 | $1.33M | Hold |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $985K | Buy |
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