SMART 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
Q2 | $420K | Sell |
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|
2025
Q1 | $506K | Sell |
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|
2024
Q4 | $672K | Buy |
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|
2024
Q3 | $559K | Sell |
|
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|
2024
Q2 | $683K | Buy |
|
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|
2024
Q1 | $571K | Hold |
|
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|
2023
Q4 | $515K | Buy |
|
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|
2023
Q3 | $439K | Sell |
|
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $386K | Sell |
|
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|
2022
Q4 | $378K | Buy |
|