Peak Planning Group’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$306K Hold
2025
Q4
$264K Hold
2025
Q3
$284K Buy
2024
Q4
$263K Buy
2024
Q2
$244K Hold
2024
Q1
$210K Buy