HighMark 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 | $460K | Sell |
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|
2025
Q2 | $496K | Hold |
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|
2025
Q1 | $474K | Buy |
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|
2024
Q4 | $353K | Buy |
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|
2024
Q3 | $339K | Sell |
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|
2024
Q2 | $326K | Hold |
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|
2024
Q1 | $288K | Buy |
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|
2023
Q4 | $252K | Sell |
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|
2023
Q3 | $230K | Hold |
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|
2023
Q2 | $219K | Hold |
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|
2023
Q1 | $202K | Buy |
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|
2022
Q4 | $183K | Sell |
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|
2022
Q3 | $199K | Buy |
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|
2022
Q2 | $190K | Hold |
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|
2022
Q1 | $228K | Hold |
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|
2021
Q4 | $225K | Hold |
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|
2021
Q3 | $178K | Hold |
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|
2021
Q2 | $156K | Sell |
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|
2021
Q1 | $142K | Buy |
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|
2020
Q4 | $36K | Buy |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $26K | Sell |
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|
2019
Q4 | $34K | Buy |
|