Phillips Wealth Planners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Hold |
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|
2025
Q1 | $610K | Sell |
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|
2024
Q4 | $608K | Buy |
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|
2024
Q3 | $574K | Sell |
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|
2024
Q2 | $600K | Sell |
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|
2024
Q1 | $496K | Sell |
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|
2023
Q4 | $500K | Sell |
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|
2023
Q3 | $438K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $367K | Buy |
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|
2022
Q4 | $374K | Buy |
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