Madison Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
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|
2025
Q1 | $1.16M | Hold |
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|
2024
Q4 | $1.12M | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $854K | Sell |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $709K | Hold |
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|
2023
Q1 | $654K | Buy |
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|
2022
Q4 | $596K | Buy |
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|
2022
Q3 | $612K | Sell |
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|
2022
Q2 | $624K | Buy |
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|
2022
Q1 | $675K | Buy |
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|
2021
Q4 | $632K | Hold |
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|
2021
Q3 | $500K | Buy |
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|
2021
Q2 | $418K | Buy |
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