Paradigm Strategies in 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 | $570K | Sell |
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|
2025
Q2 | $634K | Sell |
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|
2025
Q1 | $606K | Buy |
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|
2024
Q4 | $517K | Sell |
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|
2024
Q3 | $501K | Buy |
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|
2024
Q2 | $348K | Buy |
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|
2024
Q1 | $300K | Hold |
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|
2023
Q4 | $270K | Sell |
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|
2023
Q3 | $246K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $217K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $227K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $158K | Buy |
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|
2021
Q1 | $70K | Buy |
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