Curated 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 | $419K | Sell |
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|
2025
Q2 | $515K | Buy |
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|
2025
Q1 | $478K | Buy |
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|
2024
Q4 | $414K | Hold |
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|
2024
Q3 | $401K | Buy |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $322K | Hold |
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|
2023
Q1 | $298K | Sell |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $282K | Buy |
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|
2022
Q2 | $261K | Sell |
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|
2022
Q1 | $359K | Hold |
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|
2021
Q4 | $359K | Hold |
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|
2021
Q3 | $284K | Hold |
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|
2021
Q2 | $250K | Hold |
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|
2021
Q1 | $223K | Sell |
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|
2020
Q4 | $317K | Buy |
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