Financial Gravity Asset 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
Q3 | $158K | Buy |
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|
2025
Q1 | $139K | Buy |
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|
2024
Q2 | $117K | Sell |
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|
2024
Q1 | $232K | Sell |
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|
2023
Q4 | $2.67M | Buy |
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|
2023
Q3 | $2.56M | Buy |
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|
2023
Q2 | $7.87K | Buy |
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|
2023
Q1 | $467 | Buy |
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|
2022
Q4 | $7.53K | Sell |
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|
2022
Q3 | $391 | Sell |
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|
2022
Q2 | $398 | Sell |
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|
2022
Q1 | $560 | Buy |
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|
2021
Q4 | $555 | Buy |
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|
2021
Q3 | $450K | Hold |
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|
2021
Q2 | $397K | Hold |
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|
2021
Q1 | $884 | Hold |
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|
2020
Q4 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $8.08K | Sell |
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|
2019
Q4 | $294K | Sell |
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|
2019
Q3 | $18K | Buy |
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|
2019
Q2 | $1K | Buy |
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|
2019
Q1 | $1K | Buy |
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|
2018
Q3 | $103K | Sell |
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|
2018
Q2 | $109K | Buy |
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|
2018
Q1 | $95K | Buy |
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