Morningstar Investment Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
|
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.37M | Buy |
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|
2024
Q1 | $880K | Sell |
|
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|
2023
Q4 | $1.45M | Buy |
|
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|
2023
Q3 | $499K | Buy |
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|
2023
Q2 | $384K | Buy |
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|
2023
Q1 | $236K | Buy |
|
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
|
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|
2022
Q1 | $237K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.11M | Buy |
|