KWB Wealth’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 | $1.96M | Buy |
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|
2025
Q2 | $1.87M | Sell |
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|
2025
Q1 | $1.82M | Buy |
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|
2024
Q4 | $1.54M | Sell |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.31M | Hold |
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|
2024
Q1 | $1.31M | Sell |
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|
2023
Q4 | $1.21M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.06M | Buy |
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $384K | Sell |
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|
2022
Q3 | $854K | Sell |
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|
2022
Q2 | $894K | Buy |
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|
2022
Q1 | $1.06M | Hold |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $981K | Sell |
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|
2021
Q2 | $777K | Hold |
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|
2021
Q1 | $777K | Buy |
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|
2020
Q4 | $737K | Buy |
|