D.L. Carlson Investment Group’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
$272K Sell
2025
Q1
$261K Sell
2024
Q4
$254K Hold
2024
Q3
$246K Hold
2024
Q2
$235K Hold
2024
Q1
$203K Hold
2023
Q4
$201K Buy
2017
Q4
Sell
2017
Q3
$209K Buy