Omnia 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
Q2 | $539K | Buy |
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|
2025
Q1 | $438K | Buy |
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|
2024
Q4 | $306K | Buy |
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|
2024
Q3 | $288K | Buy |
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|
2024
Q2 | $241K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $84K | Sell |
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|
2018
Q4 | $88K | Sell |
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|
2018
Q3 | $110K | Buy |
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|
2018
Q2 | $91K | Buy |
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|
2018
Q1 | $81K | Sell |
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|
2017
Q4 | $92K | Buy |
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|
2017
Q3 | $79K | Sell |
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|
2017
Q2 | $91K | Hold |
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|
2017
Q1 | $95K | Buy |
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|
2016
Q4 | $84K | Buy |
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