Jeppson 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 | $359K | Buy |
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|
2025
Q2 | $370K | Sell |
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|
2025
Q1 | $379K | Hold |
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|
2024
Q4 | $367K | Sell |
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|
2024
Q3 | $359K | Sell |
|
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|
2024
Q2 | $389K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $257K | Sell |
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|
2023
Q2 | $255K | Sell |
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|
2023
Q1 | $247K | Sell |
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|
2022
Q4 | $241K | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $252K | Buy |
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|
2022
Q1 | $276K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $154K | Buy |
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