Kalos Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $111K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $427K | Sell |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $768K | Buy |
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|
2021
Q3 | $712K | Buy |
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|
2021
Q2 | $612K | Sell |
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|
2021
Q1 | $555K | Buy |
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|
2020
Q4 | $515K | Buy |
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|
2020
Q3 | $517K | Sell |
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|
2020
Q2 | $542K | Buy |
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|
2020
Q1 | $349K | Buy |
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|
2016
Q1 | – | Hold |
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|
2015
Q4 | – | Hold |
|