Phoenix Financial’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 | $14.4M | Sell |
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|
2025
Q2 | $21.2M | Buy |
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|
2025
Q1 | $18.5M | Sell |
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|
2024
Q4 | $20.8M | Sell |
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|
2024
Q3 | $22M | Buy |
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|
2024
Q2 | $18.7M | Sell |
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|
2024
Q1 | $18.6M | Buy |
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|
2023
Q4 | $6.13M | Sell |
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|
2023
Q3 | $6.46M | Sell |
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|
2023
Q2 | $6.65M | Buy |
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|
2023
Q1 | $2.84M | Buy |
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|
2022
Q4 | $1.45M | Buy |
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|
2022
Q3 | $1.47M | Sell |
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|
2022
Q2 | $1.64M | Sell |
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|
2022
Q1 | $1.98M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $270K | Buy |
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