Peak Financial 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 | $585K | Sell |
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|
2025
Q2 | $735K | Sell |
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|
2025
Q1 | $744K | Sell |
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|
2024
Q4 | $723K | Buy |
|
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|
2024
Q3 | $692K | Buy |
|
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|
2024
Q2 | $643K | Sell |
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|
2024
Q1 | $649K | Buy |
|
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|
2023
Q4 | $387K | Hold |
|
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|
2023
Q3 | $331K | Hold |
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|
2023
Q2 | $315K | Hold |
|
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|
2023
Q1 | $291K | Hold |
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|
2022
Q4 | $268K | Sell |
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|
2022
Q3 | $291K | Hold |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $355K | Hold |
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|
2021
Q4 | $350K | Hold |
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|
2021
Q3 | $277K | Sell |
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|
2021
Q2 | $283K | Sell |
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|
2021
Q1 | $253K | Hold |
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|
2020
Q4 | $271K | Sell |
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|
2020
Q3 | $291K | Buy |
|