Lake Street Private 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
Q2 | $8.21M | Buy |
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|
2025
Q1 | $7.45M | Buy |
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|
2024
Q4 | $6.91M | Buy |
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|
2024
Q3 | $6.6M | Sell |
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|
2024
Q2 | $8.49M | Buy |
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|
2024
Q1 | $6.3M | Buy |
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|
2023
Q4 | $5.41M | Sell |
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|
2023
Q3 | $4.81M | Buy |
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|
2023
Q2 | $4.4M | Buy |
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|
2023
Q1 | $4.03M | Sell |
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|
2022
Q4 | $3.78M | Buy |
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|
2022
Q3 | $3.91M | Sell |
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|
2022
Q2 | $4.15M | Buy |
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|
2022
Q1 | $4.79M | Sell |
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|
2021
Q4 | $6.16M | Buy |
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|
2021
Q3 | $4.33M | Buy |
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|
2021
Q2 | $3.61M | Sell |
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|
2021
Q1 | $3.27M | Sell |
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|
2020
Q4 | $3.69M | Sell |
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|
2020
Q3 | $3.57M | Sell |
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|
2020
Q2 | $3.09M | Buy |
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|
2020
Q1 | $2.55M | Buy |
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|
2019
Q4 | $259K | Buy |
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|
2019
Q3 | $234K | Buy |
|