MinichMacGregor 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 | – | Sell |
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|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $535K | Sell |
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|
2024
Q4 | $530K | Buy |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $314K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $89.5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $21K | Buy |
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|
2018
Q2 | $15K | Sell |
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|
2018
Q1 | $18K | Buy |
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|
2017
Q4 | $14K | Hold |
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|
2017
Q3 | $12K | Hold |
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|
2017
Q2 | $12K | Hold |
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|
2017
Q1 | $13K | Hold |
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|
2016
Q4 | $12K | Buy |
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|
2016
Q3 | $10K | Sell |
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|
2016
Q2 | $11K | Hold |
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|
2016
Q1 | $11K | Buy |
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|
2015
Q4 | $9K | Buy |
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