Integrated Wealth Concepts’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 | $22.4M | Buy |
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|
2025
Q1 | $19.2M | Sell |
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|
2024
Q4 | $18.8M | Buy |
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|
2024
Q3 | $16.8M | Buy |
|
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|
2024
Q2 | $15.9M | Buy |
|
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|
2024
Q1 | $13.6M | Buy |
|
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|
2023
Q4 | $11.8M | Buy |
|
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|
2023
Q3 | $9.83M | Sell |
|
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|
2023
Q2 | $9.39M | Buy |
|
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|
2023
Q1 | $7.26M | Buy |
|
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|
2022
Q4 | $5.05M | Buy |
|
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|
2022
Q3 | $5.08M | Buy |
|
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|
2022
Q2 | $4.79M | Sell |
|
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|
2022
Q1 | $5.78M | Sell |
|
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|
2021
Q4 | $6.73M | Buy |
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|
2021
Q3 | $5.25M | Buy |
|
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|
2021
Q2 | $4.43M | Buy |
|
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|
2021
Q1 | $3.82M | Buy |
|
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|
2020
Q4 | $3.26M | Buy |
|
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|
2020
Q3 | $2.76M | Buy |
|
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|
2020
Q2 | $1.87M | Buy |
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|
2020
Q1 | $1.18M | Buy |
|
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|
2019
Q4 | $999K | Buy |
|
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|
2019
Q3 | $738K | Buy |
|
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|
2019
Q2 | $638K | Buy |
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|
2019
Q1 | $447K | Buy |
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|
2018
Q4 | $315K | Buy |
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|
2018
Q3 | $363K | Buy |
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|
2018
Q2 | $284K | Buy |
|