Legacy Private Trust’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 | $8.44M | Buy |
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|
2025
Q2 | $7.92M | Buy |
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|
2025
Q1 | $7.48M | Sell |
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|
2024
Q4 | $7.74M | Sell |
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|
2024
Q3 | $7.65M | Sell |
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|
2024
Q2 | $7.61M | Sell |
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|
2024
Q1 | $6.81M | Sell |
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|
2023
Q4 | $6.34M | Sell |
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|
2023
Q3 | $5.44M | Sell |
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|
2023
Q2 | $5.23M | Sell |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $4.05M | Buy |
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|
2022
Q3 | $3.45M | Buy |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $685K | Buy |
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|
2021
Q4 | $625K | Hold |
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|
2021
Q3 | $495K | Hold |
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|
2021
Q2 | $436K | Sell |
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|
2021
Q1 | $440K | Buy |
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|
2020
Q4 | $428K | Sell |
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|
2020
Q3 | $416K | Sell |
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|
2020
Q2 | $384K | Buy |
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|
2020
Q1 | $332K | Buy |
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|
2019
Q4 | $334K | Hold |
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|
2019
Q3 | $328K | Hold |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $285K | Buy |
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|
2018
Q4 | $232K | Hold |
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|
2018
Q3 | $268K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $328K | Sell |
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|
2015
Q4 | $453K | Sell |
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|
2015
Q3 | $497K | Hold |
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|
2015
Q2 | $465K | Sell |
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|
2015
Q1 | $567K | Hold |
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|
2014
Q4 | $530K | Hold |
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|
2014
Q3 | $469K | Hold |
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|
2014
Q2 | $431K | Buy |
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