Secure Asset 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 | $7.41M | Sell |
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|
2025
Q2 | $8.08M | Sell |
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|
2025
Q1 | $7.86M | Buy |
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|
2024
Q4 | $2.1M | Buy |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $952K | Buy |
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|
2024
Q1 | $327K | Buy |
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|
2023
Q4 | $262K | Sell |
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|
2023
Q3 | $279K | Sell |
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|
2023
Q2 | $281K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $326K | Sell |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $314K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Buy |
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