Ritholtz 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 | $19.8M | Sell |
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|
2025
Q2 | $21.3M | Buy |
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|
2025
Q1 | $19.1M | Buy |
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|
2024
Q4 | $18.1M | Buy |
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|
2024
Q3 | $16.7M | Buy |
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|
2024
Q2 | $14.8M | Buy |
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|
2024
Q1 | $12.5M | Buy |
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|
2023
Q4 | $10.9M | Buy |
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|
2023
Q3 | $9.11M | Buy |
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|
2023
Q2 | $7.84M | Sell |
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|
2023
Q1 | $7.38M | Buy |
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|
2022
Q4 | $3.22M | Sell |
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|
2022
Q3 | $4.63M | Buy |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.67M | Buy |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.49M | Buy |
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|
2021
Q1 | $1.04M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $793K | Buy |
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|
2020
Q2 | $601K | Buy |
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|
2020
Q1 | $494K | Buy |
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|
2019
Q4 | $502K | Buy |
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|
2019
Q3 | $462K | Buy |
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|
2019
Q2 | $396K | Buy |
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|
2019
Q1 | $346K | Sell |
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|
2018
Q4 | $297K | Sell |
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|
2018
Q3 | $347K | Buy |
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|
2018
Q2 | $302K | Buy |
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|
2018
Q1 | $258K | Buy |
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|
2017
Q4 | $253K | Buy |
|