Jackson 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 | $18.5M | Buy |
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|
2025
Q2 | $19.4M | Sell |
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|
2025
Q1 | $19.3M | Sell |
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|
2024
Q4 | $19M | Buy |
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|
2024
Q3 | $17.9M | Buy |
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|
2024
Q2 | $9.97M | Sell |
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|
2024
Q1 | $14.4M | Buy |
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|
2023
Q4 | $12.2M | Buy |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $9.79M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.31M | Sell |
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|
2022
Q3 | $6.41M | Buy |
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|
2022
Q2 | $2.38M | Sell |
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|
2022
Q1 | $4.36M | Sell |
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|
2021
Q4 | $4.4M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.97M | Buy |
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|
2021
Q1 | $2.4M | Buy |
|