Disciplined Investments’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 | $300K | Hold |
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|
2025
Q1 | $286K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $103K | Sell |
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|
2023
Q1 | $99.3K | Buy |
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|
2022
Q4 | $87.6K | Sell |
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|
2022
Q3 | $96K | Buy |
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|
2022
Q2 | $92K | Sell |
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|
2022
Q1 | $115K | Buy |
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|
2021
Q4 | $97K | Hold |
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|
2021
Q3 | $77K | Hold |
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|
2021
Q2 | $68K | Buy |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $36K | Sell |
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|
2020
Q2 | $35K | Sell |
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|
2020
Q1 | $32K | Hold |
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|
2019
Q4 | $33K | Buy |
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