Schaeffer Financial’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 | $456K | Hold |
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|
2025
Q2 | $488K | Hold |
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|
2025
Q1 | $466K | Hold |
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|
2024
Q4 | $452K | Hold |
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|
2024
Q3 | $437K | Hold |
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|
2024
Q2 | $419K | Hold |
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|
2024
Q1 | $361K | Hold |
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|
2023
Q4 | $325K | Buy |
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|
2022
Q3 | $466K | Hold |
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|
2022
Q2 | $473K | Hold |
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|
2022
Q1 | $568K | Hold |
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|
2021
Q4 | $560K | Buy |
|