Legacy Capital Group California’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$582K Sell
2025
Q3
$630K Sell
2025
Q2
$716K Buy
2025
Q1
$675K Sell
2024
Q4
$2.01M Sell
2024
Q3
$1.97M Sell
2024
Q2
$1.89M Buy
2024
Q1
$1.13M Sell
2023
Q4
$1.05M Buy