Jacobsen Capital 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
$709K Sell
2025
Q2
$775K Buy
2025
Q1
$689K Buy
2024
Q4
$618K Hold
2024
Q3
$598K Buy
2024
Q2
$548K Buy
2024
Q1
$429K Sell
2023
Q4
$393K Buy
2023
Q3
$298K Buy
2023
Q2
$245K Buy