Sterling Financial Planning’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 | $540K | Sell |
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|
2025
Q2 | $705K | Sell |
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|
2025
Q1 | $687K | Buy |
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|
2024
Q4 | $653K | Sell |
|
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|
2024
Q3 | $1.08M | Hold |
|
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|
2024
Q2 | $1.03M | Hold |
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|
2024
Q1 | $889K | Buy |
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|
2023
Q4 | $603K | Buy |
|
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|
2023
Q3 | $418K | Hold |
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|
2023
Q2 | $398K | Hold |
|
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|
2023
Q1 | $368K | Hold |
|
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|
2022
Q4 | $338K | Sell |
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|
2022
Q3 | $358K | Sell |
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|
2022
Q2 | $382K | Sell |
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|
2022
Q1 | $468K | Sell |
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|
2021
Q4 | $615K | Hold |
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|
2021
Q3 | $487K | Sell |
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|
2021
Q2 | $497K | Hold |
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|
2021
Q1 | $443K | Sell |
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|
2020
Q4 | $489K | Buy |
|