Marcum Wealth’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $839K | Buy |
|
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|
2024
Q4 | $755K | Sell |
|
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|
2024
Q3 | $801K | Buy |
|
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|
2024
Q2 | $764K | Buy |
|
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|
2024
Q1 | $611K | Sell |
|
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|
2023
Q4 | $581K | Sell |
|
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|
2023
Q3 | $499K | Buy |
|
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|
2023
Q2 | $465K | Buy |
|
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|
2023
Q1 | $418K | Buy |
|
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|
2022
Q4 | $376K | Sell |
|
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|
2022
Q3 | $433K | Buy |
|
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|
2022
Q2 | $416K | Buy |
|
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|
2022
Q1 | $464K | Sell |
|
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|
2021
Q4 | $554K | Buy |
|
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|
2021
Q3 | $402K | Buy |
|
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|
2021
Q2 | $298K | Sell |
|
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|
2021
Q1 | $266K | Buy |
|