Madison 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
2023
Q3
$3.4M Buy
2023
Q2
$3.17M Buy
2023
Q1
$2.89M Buy
2022
Q4
$2.64M Buy
2022
Q3
$2.28M Buy
2022
Q2
$2.3M Sell
2022
Q1
$2.98M Buy
2021
Q4
$2.94M Buy
2021
Q3
$2.31M Buy
2021
Q2
$2.01M Buy
2021
Q1
$1.71M Buy
2020
Q4
$1.72M Buy
2020
Q3
$1.6M Buy
2020
Q2
$1.32M Buy
2020
Q1
$1.23M Sell
2019
Q4
$1.31M Buy