Mason & Associates (California)’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 | $729K | Sell |
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|
2025
Q1 | $700K | Buy |
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|
2024
Q4 | $663K | Buy |
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|
2024
Q3 | $619K | Buy |
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|
2024
Q2 | $478K | Hold |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $371K | Sell |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $308K | Hold |
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|
2023
Q1 | $284K | Buy |
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|
2022
Q4 | $255K | Buy |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $321K | Hold |
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|
2021
Q4 | $316K | Buy |
|