Lantz Financial’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 | $613K | Sell |
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|
2025
Q1 | $604K | Sell |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $562K | Sell |
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|
2024
Q2 | $550K | Sell |
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|
2024
Q1 | $478K | Buy |
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|
2023
Q4 | $428K | Buy |
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|
2023
Q3 | $351K | Sell |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $286K | Hold |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $294K | Buy |
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|
2022
Q1 | $325K | Buy |
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|
2021
Q4 | $290K | Hold |
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|
2021
Q3 | $230K | Hold |
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|
2021
Q2 | $202K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $234K | Buy |
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