Legacy Wealth Management (Mississippi)’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 | $3.01M | Sell |
|
|||||
|
2025
Q2 | $3.68M | Sell |
|
|||||
|
2025
Q1 | $3.63M | Hold |
|
|||||
|
2024
Q4 | $3.51M | Sell |
|
|||||
|
2024
Q3 | $3.58M | Buy |
|
|||||
|
2024
Q2 | $3.34M | Hold |
|
|||||
|
2024
Q1 | $2.88M | Hold |
|
|||||
|
2023
Q4 | $2.59M | Sell |
|
|||||
|
2023
Q3 | $2.22M | Sell |
|
|||||
|
2023
Q2 | $2.14M | Sell |
|
|||||
|
2023
Q1 | $1.98M | Hold |
|
|||||
|
2022
Q4 | $1.82M | Sell |
|
|||||
|
2022
Q3 | $1.89M | Sell |
|
|||||
|
2022
Q2 | $1.96M | Sell |
|
|||||
|
2022
Q1 | $3.32M | Buy |
|
|||||
|
2021
Q4 | $3.26M | Buy |
|
|||||
|
2021
Q3 | $2.58M | Hold |
|
|||||
|
2021
Q2 | $2.27M | Hold |
|
|||||
|
2021
Q1 | $2.02M | Buy |
|
|||||
|
2020
Q4 | $2.12M | Sell |
|
|||||
|
2020
Q3 | $2.01M | Sell |
|
|||||
|
2020
Q2 | $1.73M | Buy |
|
|||||
|
2020
Q1 | $1.61M | Buy |
|
|||||
|
2019
Q4 | $1.06M | Buy |
|