Marshall & Sullivan’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 | $1.1M | Sell |
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|
2025
Q2 | $1.2M | Buy |
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|
2025
Q1 | $1.14M | Sell |
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|
2024
Q4 | $1.23M | Buy |
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|
2024
Q3 | $1.19M | Hold |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $981K | Buy |
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|
2023
Q4 | $884K | Sell |
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|
2023
Q3 | $759K | Buy |
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|
2023
Q2 | $721K | Buy |
|
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $664K | Buy |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $714K | Buy |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | $646K | Buy |
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|
2021
Q3 | $501K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $302K | Buy |
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|
2020
Q4 | $1.06K | Sell |
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|
2020
Q3 | $373K | Sell |
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|
2020
Q2 | $325K | Buy |
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|
2020
Q1 | $259K | Sell |
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|
2019
Q4 | $469K | Sell |
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|
2019
Q3 | $462K | Sell |
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|
2019
Q2 | $437K | Buy |
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|
2019
Q1 | $399K | Buy |
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|
2018
Q4 | $319K | Hold |
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|
2018
Q3 | $368K | Sell |
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|
2018
Q2 | $337K | Hold |
|
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|
2018
Q1 | $304K | Buy |
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|
2017
Q4 | $299K | Hold |
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|
2017
Q3 | $258K | Buy |
|
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|
2017
Q2 | $254K | Hold |
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|
2017
Q1 | $272K | Buy |
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|
2016
Q4 | $253K | Buy |
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|
2016
Q3 | $238K | Hold |
|
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|
2016
Q2 | $245K | Sell |
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|
2016
Q1 | $250K | Hold |
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|
2015
Q4 | $255K | Hold |
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|
2015
Q3 | $247K | Buy |
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|
2015
Q2 | $201K | Hold |
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|
2015
Q1 | $225K | Sell |
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|
2014
Q4 | $2.32M | Sell |
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|
2014
Q3 | $226K | Buy |
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|
2014
Q2 | $98K | Buy |
|