Litman Gregory Wealth Management’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 | – | Sell |
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|
2025
Q2 | $218K | Buy |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $200K | Buy |
|
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $26K | Hold |
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|
2020
Q4 | $28K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $23K | Hold |
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|
2020
Q1 | $21K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $73K | Buy |
|