Spartan Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $935K | Buy |
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|
2025
Q4 | – | Sell |
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|
2025
Q3 | $381K | Sell |
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|
2025
Q2 | $859K | Buy |
|
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|
2025
Q1 | $362K | Sell |
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|
2024
Q4 | $765K | Buy |
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|
2023
Q4 | $388K | Buy |
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|
2023
Q3 | $83.6K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $96K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $74K | Buy |
|