Independent Family Office’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 | $549K | Hold |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $522K | Hold |
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|
2024
Q3 | $499K | Buy |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $459K | Buy |
|
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|
2023
Q4 | $376K | Hold |
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|
2023
Q3 | $322K | Hold |
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|
2023
Q2 | $307K | Hold |
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|
2023
Q1 | $283K | Hold |
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|
2022
Q4 | $260K | Buy |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $257 | Hold |
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|
2022
Q1 | $309K | Sell |
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|
2021
Q4 | $324K | Hold |
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|
2021
Q3 | $256K | Hold |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $201K | Hold |
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|
2020
Q4 | $215K | Buy |
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