Independent Solutions 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 | $19.5M | Buy |
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|
2025
Q2 | $20.4M | Buy |
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|
2025
Q1 | $19.5M | Sell |
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|
2024
Q4 | $18.9M | Sell |
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|
2024
Q3 | $18.5M | Buy |
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|
2024
Q2 | $17.3M | Sell |
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|
2024
Q1 | $16.4M | Sell |
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|
2023
Q4 | $14.8M | Sell |
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|
2023
Q3 | $13.9M | Sell |
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|
2023
Q2 | $14.9M | Sell |
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|
2023
Q1 | $14.1M | Sell |
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|
2022
Q4 | $13.1M | Buy |
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|
2022
Q3 | $12.9M | Sell |
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|
2022
Q2 | $14.6M | Buy |
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|
2022
Q1 | $17.1M | Buy |
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|
2021
Q4 | $15.8M | Sell |
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|
2021
Q3 | $16.4M | Buy |
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|
2021
Q2 | $5.32M | Buy |
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|
2021
Q1 | $4.45M | Sell |
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|
2020
Q4 | $4.85M | Sell |
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|
2020
Q3 | $5.2M | Sell |
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|
2020
Q2 | $4.62M | Buy |
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|
2020
Q1 | $3.83M | Buy |
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|
2019
Q4 | $3.9M | Buy |
|