Mattern 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 | $6.02M | Buy |
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|
2025
Q1 | $5.6M | Buy |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $5.06M | Sell |
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|
2024
Q1 | $4.53M | Sell |
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|
2023
Q4 | $4.1M | Buy |
|
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|
2023
Q3 | $3.41M | Buy |
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|
2023
Q2 | $3.07M | Buy |
|
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|
2023
Q1 | $2.55M | Sell |
|
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|
2022
Q4 | $2.43M | Buy |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | $2.88M | Buy |
|
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|
2021
Q4 | $2.83M | Sell |
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|
2021
Q3 | $2.34M | Buy |
|
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|
2021
Q2 | $2.1M | Sell |
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|
2021
Q1 | $1.85M | Buy |
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|
2020
Q4 | $1.04M | Buy |
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|
2020
Q3 | $950K | Sell |
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|
2020
Q2 | $815K | Buy |
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|
2020
Q1 | $744K | Buy |
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|
2019
Q4 | $680K | Buy |
|