Planned Solutions’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 | $462K | Buy |
|
|||||
|
2025
Q2 | $484K | Hold |
|
|||||
|
2025
Q1 | $462K | Sell |
|
|||||
|
2024
Q4 | $480K | Sell |
|
|||||
|
2024
Q3 | $517K | Buy |
|
|||||
|
2024
Q2 | $473K | Sell |
|
|||||
|
2024
Q1 | $452K | Buy |
|
|||||
|
2023
Q4 | $407K | Buy |
|
|||||
|
2023
Q3 | $306K | Hold |
|
|||||
|
2023
Q2 | $292K | Hold |
|
|||||
|
2023
Q1 | $269K | Buy |
|
|||||
|
2022
Q4 | $244K | Buy |
|
|||||
|
2022
Q3 | $246K | Sell |
|
|||||
|
2022
Q2 | $259K | Hold |
|
|||||
|
2022
Q1 | $311K | Sell |
|
|||||
|
2021
Q4 | $494K | Buy |
|
|||||
|
2021
Q2 | $344K | Hold |
|
|||||
|
2021
Q1 | $307K | Hold |
|
|||||
|
2020
Q4 | $328K | Hold |
|
|||||
|
2020
Q3 | $309K | Buy |
|