Scholtz & Company’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 | $324K | Sell |
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|
2025
Q2 | $445K | Hold |
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|
2025
Q1 | $426K | Sell |
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|
2024
Q4 | $520K | Hold |
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|
2024
Q3 | $504K | Sell |
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|
2024
Q2 | $501K | Sell |
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|
2024
Q1 | $579K | Sell |
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|
2023
Q4 | $538K | Sell |
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|
2023
Q3 | $2.56M | Sell |
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|
2023
Q2 | $2.56M | Buy |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $595K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $2.4M | Sell |
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|
2021
Q3 | $1.97M | Sell |
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|
2021
Q2 | $1.74M | Buy |
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|
2021
Q1 | $1.54M | Buy |
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|
2020
Q4 | $1.07M | Sell |
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|
2020
Q3 | $1.16M | Buy |
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|
2020
Q2 | $889K | Sell |
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|
2020
Q1 | $863K | Buy |
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|
2019
Q4 | $866K | Buy |
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|
2019
Q3 | $600K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $570K | Buy |
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|
2018
Q2 | $460K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.05M | Sell |
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|
2017
Q1 | $4.19M | Sell |
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|
2016
Q4 | $4.22M | Buy |
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