Sheets Smith 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 | $4.15M | Buy |
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|
2025
Q2 | $4.43M | Sell |
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|
2025
Q1 | $4.29M | Sell |
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|
2024
Q4 | $4.16M | Sell |
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|
2024
Q3 | $4.17M | Buy |
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|
2024
Q2 | $3.99M | Sell |
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|
2024
Q1 | $3.47M | Buy |
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|
2023
Q4 | $3.12M | Buy |
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|
2023
Q3 | $2.63M | Buy |
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|
2023
Q2 | $2.48M | Buy |
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|
2023
Q1 | $2.28M | Sell |
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|
2022
Q4 | $2.18M | Sell |
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|
2022
Q3 | $2.33M | Sell |
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|
2022
Q2 | $2.37M | Sell |
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|
2022
Q1 | $3.17M | Sell |
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|
2021
Q4 | $3.16M | Buy |
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|
2021
Q3 | $2.5M | Sell |
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|
2021
Q2 | $2.22M | Buy |
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|
2021
Q1 | $1.97M | Buy |
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|
2020
Q4 | $817K | Buy |
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|
2020
Q3 | $763K | Buy |
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|
2020
Q2 | $646K | Buy |
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|
2020
Q1 | $544K | Buy |
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|
2019
Q4 | $542K | Sell |
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|
2019
Q3 | $533K | Sell |
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|
2019
Q2 | $505K | Hold |
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|
2019
Q1 | $463K | Buy |
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|
2018
Q4 | $311K | Hold |
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|
2018
Q3 | $358K | Hold |
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|
2018
Q2 | $319K | Hold |
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|
2018
Q1 | $287K | Buy |
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|
2017
Q4 | $270K | Sell |
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|
2017
Q3 | $245K | Buy |
|