Poehling Capital Management’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 | $696K | Sell |
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|
2025
Q1 | $894K | Sell |
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|
2024
Q4 | $965K | Sell |
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|
2024
Q3 | $936K | Hold |
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|
2024
Q2 | $898K | Buy |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $569K | Hold |
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|
2023
Q3 | $487K | Hold |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $428K | Hold |
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|
2022
Q4 | $394K | Hold |
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|
2022
Q3 | $407K | Sell |
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|
2022
Q2 | $423K | Hold |
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|
2022
Q1 | $508K | Hold |
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|
2021
Q4 | $501K | Hold |
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|
2021
Q3 | $396K | Hold |
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|
2021
Q2 | $349K | Hold |
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|
2021
Q1 | $311K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $90K | Hold |
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|
2018
Q1 | $81K | Hold |
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|
2017
Q4 | $80K | Buy |
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