Monarch Capital 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 | $790K | Sell |
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|
2025
Q2 | $845K | Buy |
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|
2025
Q1 | $807K | Sell |
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|
2024
Q4 | $782K | Sell |
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|
2024
Q3 | $764K | Sell |
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|
2024
Q2 | $737K | Hold |
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|
2024
Q1 | $635K | Buy |
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|
2023
Q4 | $579K | Sell |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $467K | Hold |
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|
2023
Q1 | $431K | Hold |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $689K | Hold |
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|
2022
Q2 | $699K | Hold |
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|
2022
Q1 | $840K | Sell |
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|
2021
Q4 | $831K | Sell |
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|
2021
Q3 | $662K | Hold |
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|
2021
Q2 | $583K | Hold |
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|
2021
Q1 | $519K | Hold |
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|
2020
Q4 | $555K | Hold |
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|
2020
Q3 | $523K | Hold |
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|
2020
Q2 | $447K | Sell |
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|
2020
Q1 | $531K | Hold |
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|
2019
Q4 | $548K | Buy |
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