GeoWealth 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 | $1.2M | Sell |
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|
2025
Q1 | $1.75M | Sell |
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|
2024
Q4 | $2.96M | Sell |
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|
2024
Q3 | $3.18M | Sell |
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|
2024
Q2 | $3.78M | Buy |
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $1.92M | Buy |
|
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|
2023
Q3 | $268K | Hold |
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|
2023
Q2 | $256K | Sell |
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|
2023
Q1 | $239K | Sell |
|
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|
2022
Q4 | $525K | Sell |
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|
2022
Q3 | $924K | Sell |
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|
2022
Q2 | $1.11M | Sell |
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|
2022
Q1 | $1.5M | Sell |
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|
2021
Q4 | $1.96M | Buy |
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|
2021
Q3 | $1.52M | Buy |
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|
2021
Q2 | $478K | Buy |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $374K | Buy |
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|
2020
Q3 | $326K | Sell |
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|
2020
Q2 | $313K | Buy |
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