Prentice 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.54M | Sell |
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|
2025
Q1 | $1.49M | Sell |
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|
2024
Q4 | $1.59M | Buy |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.5M | Sell |
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|
2024
Q1 | $1.3M | Buy |
|
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|
2023
Q4 | $1.14M | Buy |
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|
2023
Q3 | $964K | Buy |
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|
2023
Q2 | $917K | Buy |
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|
2023
Q1 | $782K | Buy |
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|
2022
Q4 | $277K | Buy |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $205K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $159K | Buy |
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|
2021
Q2 | $127K | Sell |
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|
2021
Q1 | $124K | Buy |
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