Naviter 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
Q2 | $4.29M | Buy |
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|
2025
Q1 | $4M | Buy |
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|
2024
Q4 | $3.92M | Buy |
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|
2024
Q3 | $2.68M | Sell |
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|
2024
Q2 | $2.75M | Sell |
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|
2024
Q1 | $2.44M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $1.36M | Buy |
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|
2023
Q1 | $1.08M | Sell |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.14M | Buy |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $2.91M | Sell |
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|
2021
Q4 | $2.9M | Buy |
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