Sowell Financial Services’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 | $17.3M | Sell |
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|
2025
Q2 | $20.5M | Sell |
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|
2025
Q1 | $19.7M | Sell |
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|
2024
Q4 | $19.4M | Buy |
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|
2024
Q3 | $15.7M | Buy |
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|
2024
Q2 | $14.8M | Buy |
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|
2024
Q1 | $10.3M | Sell |
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|
2023
Q4 | $9.62M | Buy |
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|
2023
Q3 | $7.37M | Sell |
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|
2023
Q2 | $7.28M | Buy |
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|
2023
Q1 | $5.94M | Sell |
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|
2022
Q4 | $6.12M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.67M | Sell |
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|
2021
Q2 | $4.63M | Sell |
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|
2021
Q1 | $5.69M | Sell |
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|
2020
Q4 | $6.94M | Buy |
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|
2020
Q3 | $5.67M | Sell |
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|
2020
Q2 | $5.18M | Buy |
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|
2020
Q1 | $4.69M | Buy |
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|
2019
Q4 | $3.88M | Sell |
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|
2019
Q3 | $4.2M | Buy |
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|
2019
Q1 | $3.08M | Buy |
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|
2018
Q4 | $2.5M | Buy |
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|
2018
Q3 | $2.53M | Buy |
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|
2018
Q2 | $2.36M | Buy |
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|
2018
Q1 | $2.01M | Sell |
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|
2017
Q4 | $2M | Buy |
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|
2017
Q3 | $1.5M | Buy |
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|
2017
Q2 | $1.38M | Buy |
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|
2017
Q1 | $1.45M | Buy |
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|
2016
Q4 | $1.44M | Buy |
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