Morton 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 | $1.1M | Sell |
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|
2025
Q2 | $1.38M | Buy |
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|
2025
Q1 | $1.1M | Sell |
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|
2024
Q4 | $1.18M | Sell |
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|
2024
Q3 | $1.15M | Buy |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.17M | Buy |
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|
2023
Q4 | $1.03M | Buy |
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|
2023
Q3 | $875K | Buy |
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|
2023
Q2 | $830K | Hold |
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|
2023
Q1 | $766K | Buy |
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|
2022
Q4 | $673K | Buy |
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|
2022
Q3 | $672K | Buy |
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|
2022
Q2 | $674K | Buy |
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|
2022
Q1 | $557K | Hold |
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|
2021
Q4 | $549K | Buy |
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