Financial Perspectives’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 | $1.07M | Buy |
|
|||||
|
2025
Q2 | $1.11M | Hold |
|
|||||
|
2025
Q1 | $1.06M | Buy |
|
|||||
|
2024
Q4 | $747K | Buy |
|
|||||
|
2024
Q3 | $687K | Hold |
|
|||||
|
2024
Q2 | $659K | Hold |
|
|||||
|
2024
Q1 | $568K | Sell |
|
|||||
|
2023
Q4 | $532K | Buy |
|
|||||
|
2023
Q3 | $451K | Hold |
|
|||||
|
2023
Q2 | $430K | Hold |
|
|||||
|
2023
Q1 | $396K | Hold |
|
|||||
|
2022
Q4 | $364K | Buy |
|
|||||
|
2022
Q3 | $366K | Buy |
|
|||||
|
2022
Q2 | $329K | Buy |
|
|||||
|
2022
Q1 | $395K | Buy |
|
|||||
|
2021
Q4 | $369K | Hold |
|
|||||
|
2021
Q3 | $292K | Sell |
|
|||||
|
2021
Q2 | $263K | Sell |
|
|||||
|
2021
Q1 | $665K | Buy |
|
|||||
|
2020
Q4 | $197K | Buy |
|
|||||
|
2020
Q3 | $135K | Hold |
|
|||||
|
2020
Q2 | $115K | Buy |
|
|||||
|
2020
Q1 | $98.7K | Buy |
|
|||||
|
2019
Q4 | $85.2K | Buy |
|