Smith Shellnut Wilson’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 | $1.28M | Sell |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $1.16M | Buy |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $875K | Buy |
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|
2023
Q4 | $786K | Buy |
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|
2023
Q3 | $645K | Hold |
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|
2023
Q2 | $614K | Hold |
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|
2023
Q1 | $567K | Hold |
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|
2022
Q4 | $521K | Hold |
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|
2022
Q3 | $539K | Hold |
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|
2022
Q2 | $547K | Hold |
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|
2022
Q1 | $657K | Hold |
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|
2021
Q4 | $648K | Sell |
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|
2021
Q3 | $558K | Buy |
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|
2021
Q2 | $355K | Sell |
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|
2021
Q1 | $342K | Hold |
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|
2020
Q4 | $365K | Buy |
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|
2020
Q3 | $318 | Hold |
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|
2020
Q2 | $271K | Hold |
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|
2020
Q1 | $255K | Hold |
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|
2019
Q4 | $263K | Hold |
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|
2019
Q3 | $258K | Sell |
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|
2019
Q2 | $252K | Hold |
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|
2019
Q1 | $231K | Buy |
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