LVM Capital 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 | $611K | Buy |
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|
2025
Q2 | $643K | Buy |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $561K | Sell |
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|
2024
Q3 | $1.01M | Hold |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $324K | Sell |
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|
2023
Q4 | $296K | Hold |
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|
2023
Q3 | $253K | Sell |
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|
2023
Q2 | $922K | Buy |
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|
2023
Q1 | $223K | Hold |
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|
2022
Q4 | $205K | Buy |
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