Kestra Private Wealth Services’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 | $66.4M | Buy |
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|
2025
Q1 | $58.7M | Buy |
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|
2024
Q4 | $56.5M | Buy |
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|
2024
Q3 | $53.9M | Buy |
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|
2024
Q2 | $49.4M | Buy |
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|
2024
Q1 | $40.3M | Sell |
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|
2023
Q4 | $38.8M | Buy |
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|
2023
Q3 | $32.3M | Buy |
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|
2023
Q2 | $27.1M | Buy |
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|
2023
Q1 | $20.9M | Buy |
|
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|
2022
Q4 | $17.2M | Buy |
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|
2022
Q3 | $17.7M | Buy |
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|
2022
Q2 | $17M | Sell |
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|
2022
Q1 | $21.8M | Sell |
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|
2021
Q4 | $21.5M | Buy |
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|
2021
Q3 | $16.3M | Buy |
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|
2021
Q2 | $13.8M | Buy |
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|
2021
Q1 | $12.3M | Sell |
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|
2020
Q4 | $13.1M | Buy |
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|
2020
Q3 | $12M | Buy |
|