Falcon Wealth Planning’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 | $5.79M | Buy |
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|
2025
Q2 | $5.69M | Sell |
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|
2025
Q1 | $5.46M | Sell |
|
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|
2024
Q4 | $5.88M | Buy |
|
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|
2024
Q3 | $1.77M | Buy |
|
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.38M | Buy |
|
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|
2023
Q4 | $1.21M | Buy |
|
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|
2023
Q3 | $517K | Sell |
|
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|
2023
Q2 | $493K | Buy |
|
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|
2023
Q1 | $451K | Hold |
|
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $456K | Buy |
|
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|
2022
Q2 | $421K | Buy |
|
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|
2022
Q1 | $301K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $221K | Buy |
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