Intelligent Financial Strategies’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 | $1.21M | Hold |
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|
2025
Q1 | $1.15M | Hold |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $895K | Buy |
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|
2023
Q4 | $753K | Hold |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $619K | Hold |
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|
2023
Q1 | $571K | Hold |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $431K | Sell |
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|
2022
Q1 | $639K | Sell |
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|
2021
Q4 | $830K | Buy |
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