Perfromance Wealth Partners’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 | $65M | Sell |
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|
2025
Q2 | $70.2M | Buy |
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|
2025
Q1 | $66.5M | Buy |
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|
2024
Q4 | $63.1M | Buy |
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|
2024
Q3 | $59.4M | Buy |
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|
2024
Q2 | $53.3M | Buy |
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|
2024
Q1 | $24.4M | Buy |
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|
2023
Q4 | $17M | Buy |
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|
2023
Q3 | $13.5M | Buy |
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|
2023
Q2 | $12.2M | Buy |
|
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|
2023
Q1 | $10.5M | Buy |
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|
2022
Q4 | $9.31M | Sell |
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|
2022
Q3 | $9.7M | Buy |
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|
2022
Q2 | $9.8M | Sell |
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|
2022
Q1 | $11.8M | Sell |
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|
2021
Q4 | $11.9M | Buy |
|