SkyOak Wealth’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 | $1.97M | Buy |
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|
2025
Q2 | $718K | Hold |
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|
2025
Q1 | $686K | Hold |
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|
2024
Q4 | $664K | Hold |
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|
2024
Q3 | $643K | Hold |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $495K | Hold |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $363K | Hold |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $315K | Buy |
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|
2022
Q2 | $312K | Buy |
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|
2022
Q1 | $372K | Hold |
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|
2021
Q4 | $367K | Sell |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $295K | Sell |
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|
2021
Q1 | $350K | Buy |
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|
2020
Q4 | $294K | Buy |
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|
2020
Q3 | $246K | Sell |
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|
2020
Q2 | $213K | Sell |
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|
2020
Q1 | $254K | Buy |
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|
2019
Q4 | $244K | Buy |
|