Institute for 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
Q2 | $9.12M | Sell |
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|
2025
Q1 | $8.99M | Sell |
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|
2024
Q4 | $8.82M | Sell |
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|
2024
Q3 | $8.62M | Buy |
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|
2024
Q2 | $7.76M | Buy |
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|
2024
Q1 | $6.22M | Sell |
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|
2023
Q4 | $5.63M | Sell |
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|
2023
Q3 | $4.85M | Sell |
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|
2023
Q2 | $4.63M | Sell |
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|
2023
Q1 | $4.27M | Sell |
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|
2022
Q4 | $4M | Sell |
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|
2022
Q3 | $4.17M | Sell |
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|
2022
Q2 | $4.24M | Buy |
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|
2022
Q1 | $5.05M | Buy |
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|
2021
Q4 | $4.96M | Sell |
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|
2021
Q3 | $3.97M | Hold |
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|
2021
Q2 | $3.49M | Sell |
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|
2021
Q1 | $3.12M | Sell |
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|
2020
Q4 | $3.4M | Buy |
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|
2020
Q3 | $3.19M | Sell |
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|
2020
Q2 | $2.74M | Buy |
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|
2020
Q1 | $2.56M | Sell |
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|
2019
Q4 | $3.03M | Sell |
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|
2019
Q3 | $2.99M | Sell |
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|
2019
Q2 | $2.86M | Sell |
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|
2019
Q1 | $2.67M | Sell |
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|
2018
Q4 | $2.26M | Buy |
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|
2018
Q3 | $2.54M | Buy |
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|
2018
Q2 | $2.27M | Buy |
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|
2018
Q1 | $2.08M | Sell |
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|
2017
Q4 | $3.18M | Buy |
|
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|
2017
Q3 | $2.79M | Sell |
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|
2017
Q2 | $2.72M | Buy |
|