Peterson 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.56M | Buy |
6,584
+506
| +8% | +$493K | 3.8% | 8 |
|
|
2025
Q4 | $5.24M | Sell |
6,078
-459
| -7% | -$416K | 3.89% | 7 |
|
|
2025
Q3 | $6.05M | Buy |
6,537
+213
| +3% | +$204K | 4.19% | 6 |
|
|
2025
Q2 | $6.26M | Sell |
6,324
-1,263
| -17% | -$1.26M | 3.71% | 8 |
|
|
2025
Q1 | $7.18M | Sell |
7,587
-35
| -0.5% | -$34.1K | 4.83% | 6 |
|
|
2024
Q4 | $6.98M | Buy |
7,622
+325
| +4% | +$302K | 4.16% | 6 |
|
|
2024
Q3 | $6.47M | Buy |
7,297
+37
| +0.5% | +$32.1K | 4.13% | 6 |
|
|
2024
Q2 | $6.17M | Buy |
7,260
+31
| +0.4% | +$24.2K | 3.81% | 6 |
|
|
2024
Q1 | $5.3M | Buy |
7,229
+2,195
| +44% | +$1.57M | 3.83% | 6 |
|
|
2023
Q4 | $3.32M | Sell |
5,034
-2,068
| -29% | -$1.23M | 2.99% | 10 |
|
|
2023
Q3 | $4.01M | Buy |
7,102
+390
| +6% | +$215K | 3.31% | 7 |
|
|
2023
Q2 | $3.61M | Buy |
6,712
+1,947
| +41% | +$985K | 2.86% | 11 |
|
|
2023
Q1 | $2.37M | Buy |
4,765
+32
| +0.7% | +$15.7K | 2.27% | 12 |
|
|
2022
Q4 | $2.16M | Buy |
4,733
+1,116
| +31% | +$545K | 2.2% | 11 |
|
|
2022
Q3 | $1.71M | Buy |
3,617
+416
| +13% | +$216K | 1.59% | 19 |
|
|
2022
Q2 | $1.53M | Sell |
3,201
-1,040
| -25% | -$528K | 1.98% | 17 |
|
|
2022
Q1 | $2.44M | Sell |
4,241
-1,211
| -22% | -$636K | 1.64% | 18 |
|
|
2021
Q4 | $3.1M | Buy |
5,452
+155
| +3% | +$79.4K | 2.07% | 15 |
|
|
2021
Q3 | $2.38M | Buy |
5,297
+29
| +0.6% | +$12.7K | 1.84% | 18 |
|
|
2021
Q2 | $2.08M | Sell |
5,268
-988
| -16% | -$374K | 1.63% | 18 |
|
|
2021
Q1 | $2.21M | Sell |
6,256
-1,402
| -18% | -$488K | 1.87% | 15 |
|
|
2020
Q4 | $2.88M | Sell |
7,658
-24
| -0.3% | -$8.97K | 2.34% | 15 |
|
|
2020
Q3 | $2.73M | Sell |
7,682
-467
| -6% | -$157K | 2.42% | 15 |
|
|
2020
Q2 | $2.47M | Buy |
8,149
+1,031
| +14% | +$314K | 2.46% | 17 |
|
|
2020
Q1 | $2.03M | Buy |
7,118
+90
| +1% | +$27.3K | 2.47% | 17 |
|
|
2019
Q4 | $2.11M | Buy |
+7,028
| New | +$2.09M | 1.91% | 18 |
|
Other funds holding COST
VCM
VPM
DAM
