Kozak & Associates’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 | $16M | Sell |
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|
2025
Q2 | $19.9M | Sell |
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|
2025
Q1 | $19.9M | Buy |
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|
2024
Q4 | $18.3M | Buy |
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|
2024
Q3 | $17.2M | Buy |
|
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|
2024
Q2 | $16.6M | Buy |
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|
2024
Q1 | $13.2M | Buy |
|
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|
2023
Q4 | $10.1M | Buy |
|
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|
2023
Q3 | $6.52M | Buy |
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|
2023
Q2 | $3.67M | Buy |
|
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|
2023
Q1 | $3.25M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.22M | Buy |
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|
2022
Q2 | $1.22M | Buy |
|
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|
2022
Q1 | $1.17M | Hold |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2020
Q4 | $611K | Buy |
|