Morton Brown Family 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 | $42.1K | Sell |
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|
2025
Q2 | $50.9K | Hold |
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|
2025
Q1 | $48.6K | Buy |
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|
2024
Q4 | $41.5K | Hold |
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|
2024
Q3 | $40.2K | Hold |
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|
2024
Q2 | $38K | Hold |
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|
2024
Q1 | $33.1K | Hold |
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|
2023
Q4 | $29.8K | Buy |
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|
2023
Q3 | $8.47K | Hold |
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|
2023
Q2 | $8.08K | Hold |
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|
2023
Q1 | $7.45K | Hold |
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|
2022
Q4 | $6.85K | Sell |
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|
2022
Q3 | $9K | Sell |
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|
2022
Q2 | $12K | Buy |
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|
2022
Q1 | $9K | Sell |
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|
2021
Q4 | $23K | Buy |
|