Schaper Benz & Wise Investment Counsel’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 | $3.66M | Buy |
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|
2025
Q2 | $3.46M | Buy |
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|
2025
Q1 | $3.21M | Buy |
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|
2024
Q4 | $3.08M | Buy |
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|
2024
Q3 | $2.68M | Buy |
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|
2024
Q2 | $2.57M | Buy |
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|
2024
Q1 | $1.75M | Buy |
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|
2023
Q4 | $881K | Buy |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $630K | Buy |
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|
2023
Q1 | $428K | Hold |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $255K | Hold |
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|
2022
Q2 | $258K | Buy |
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|
2022
Q1 | $306K | Buy |
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|
2021
Q4 | $245K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $200K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $242K | Sell |
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|
2017
Q2 | $316K | Buy |
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