Moulton 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 | $397K | Hold |
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|
2025
Q2 | $422K | Buy |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $391K | Buy |
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|
2024
Q3 | $377K | Hold |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $312K | Buy |
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $238K | Sell |
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|
2023
Q2 | $573K | Buy |
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|
2023
Q1 | $530K | Buy |
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|
2022
Q4 | $510K | Buy |
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|
2022
Q3 | $500K | Sell |
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|
2022
Q2 | $790K | Hold |
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|
2022
Q1 | $790K | Sell |
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|
2021
Q4 | $829K | Buy |
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|
2021
Q3 | $613K | Buy |
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|
2021
Q2 | $540K | Buy |
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|
2021
Q1 | $491K | Buy |
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|
2020
Q4 | $495K | Buy |
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|
2020
Q3 | $498K | Buy |
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|
2020
Q2 | $403K | Buy |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $399K | Buy |
|