Mascoma 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
Q3 | $872K | Buy |
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|
2025
Q2 | $931K | Hold |
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|
2025
Q1 | $889K | Hold |
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|
2024
Q4 | $861K | Hold |
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|
2024
Q3 | $833K | Sell |
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|
2024
Q2 | $804K | Sell |
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|
2024
Q1 | $744K | Sell |
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|
2023
Q4 | $691K | Sell |
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|
2023
Q3 | $599K | Buy |
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|
2023
Q2 | $557K | Sell |
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|
2023
Q1 | $579K | Buy |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $543K | Buy |
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|
2022
Q2 | $551K | Buy |
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|
2022
Q1 | $645K | Buy |
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|
2021
Q4 | $364K | Buy |
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|
2021
Q3 | $233K | Sell |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $292K | Buy |
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|
2020
Q4 | $303K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $96K | Hold |
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|
2019
Q1 | $88K | Sell |
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|
2018
Q4 | $134K | Sell |
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|
2018
Q3 | $204K | Sell |
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|
2018
Q2 | $187K | Hold |
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|
2018
Q1 | $168K | Sell |
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|
2017
Q4 | $205K | Sell |
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|
2017
Q3 | $204K | Hold |
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|
2017
Q2 | $198K | Hold |
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|
2017
Q1 | $208K | Sell |
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|
2016
Q4 | $209K | Buy |
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