Laidlaw 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
Q2 | $847K | Sell |
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|
2025
Q1 | $883K | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $2.7M | Buy |
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|
2023
Q3 | $2.15M | Sell |
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|
2023
Q2 | $2.29M | Sell |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $2.04M | Buy |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $2.13M | Sell |
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|
2022
Q1 | $2.57M | Buy |
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|
2021
Q4 | $2.47M | Buy |
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|
2021
Q3 | $1.28M | Sell |
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|
2021
Q2 | $1.16M | Sell |
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|
2021
Q1 | $1.05M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $862K | Buy |
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|
2020
Q2 | $644K | Buy |
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|
2020
Q1 | $551K | Sell |
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|
2019
Q4 | $582K | Buy |
|