Family Management’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
$644K Sell
2025
Q1
$639K Sell
2024
Q4
$647K Buy
2024
Q3
$625K Buy
2024
Q2
$597K Sell
2024
Q1
$533K Sell
2023
Q4
$494K Sell
2023
Q3
$426K Sell
2023
Q2
$513K Buy