MBL Wealth’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 | $1.86M | Buy |
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|
2025
Q2 | $1.53M | Sell |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.07M | Buy |
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|
2023
Q4 | $963K | Buy |
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|
2023
Q3 | $806K | Buy |
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|
2023
Q2 | $693K | Sell |
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|
2023
Q1 | $643K | Buy |
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|
2022
Q4 | $516K | Sell |
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|
2022
Q3 | $555K | Sell |
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|
2022
Q2 | $564K | Buy |
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|
2022
Q1 | $677K | Buy |
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|
2021
Q1 | $373K | Buy |
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|
2020
Q4 | $380K | Buy |
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