Golden State Wealth 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
$3.44M Sell
2025
Q2
$3.84M Sell
2025
Q1
$3.88M Buy
2024
Q4
$3.73M Buy
2022
Q1
$2.81M Sell
2021
Q4
$3.08M Buy
2021
Q3
$2.42M Sell
2021
Q2
$2.15M Buy
2021
Q1
$1.35M Sell
2020
Q4
$1.58M Buy
2020
Q3
$1.25M Sell
2020
Q2
$1.15M Sell
2020
Q1
$1.09M Buy
2019
Q4
Sell
2019
Q3
$1.11M Sell
2019
Q2
$1.07M Buy
2019
Q1
$957K Buy