Principle Wealth Partners’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 | $5.56M | Sell |
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|
2025
Q2 | $5.98M | Buy |
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|
2025
Q1 | $5.24M | Sell |
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|
2024
Q4 | $5.26M | Buy |
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|
2024
Q3 | $5.07M | Sell |
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|
2024
Q2 | $4.89M | Buy |
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|
2024
Q1 | $4.21M | Sell |
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|
2023
Q4 | $3.87M | Buy |
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|
2023
Q3 | $3.3M | Sell |
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|
2023
Q2 | $3.18M | Buy |
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|
2023
Q1 | $2.91M | Buy |
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|
2022
Q4 | $2.64M | Sell |
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|
2022
Q3 | $2.74K | Buy |
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|
2022
Q2 | $2.67M | Buy |
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|
2022
Q1 | $3.17M | Sell |
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|
2021
Q4 | $3.19M | Buy |
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|
2021
Q3 | $2.5M | Sell |
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|
2021
Q2 | $2.29M | Sell |
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|
2021
Q1 | $2.06M | Buy |
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|
2020
Q4 | $2.1M | Buy |
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|
2020
Q3 | $398K | Buy |
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|
2020
Q2 | $324K | Buy |
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|
2020
Q1 | $299K | Sell |
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|
2019
Q4 | $407K | Hold |
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|
2019
Q3 | $399K | Buy |
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|
2019
Q2 | $317K | Sell |
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|
2019
Q1 | $375K | Hold |
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|
2018
Q4 | $316K | Buy |
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