Marks Group 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
Q2 | $1.05M | Buy |
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|
2025
Q1 | $954K | Buy |
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|
2024
Q4 | $918K | Buy |
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|
2024
Q3 | $677K | Buy |
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|
2024
Q2 | $649K | Hold |
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|
2024
Q1 | $559K | Buy |
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|
2023
Q4 | $490K | Buy |
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|
2023
Q3 | $411K | Buy |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $361K | Buy |
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|
2022
Q4 | $332K | Sell |
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|
2022
Q3 | $355K | Sell |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $409K | Buy |
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|
2021
Q4 | $403K | Hold |
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|
2021
Q3 | $319K | Buy |
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|
2021
Q2 | $219K | Sell |
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|
2021
Q1 | $205K | Sell |
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|
2020
Q4 | $289K | Buy |
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|
2020
Q3 | $268K | Sell |
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|
2020
Q2 | $230K | Hold |
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|
2020
Q1 | $217K | Buy |
|