Stonebridge Financial Planning Group’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 | $1.71M | Sell |
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|
2025
Q1 | $1.64M | Sell |
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|
2024
Q4 | $1.66M | Buy |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $625K | Buy |
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|
2024
Q1 | $422K | Sell |
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|
2023
Q4 | $413K | Buy |
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|
2023
Q3 | $324K | Sell |
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|
2023
Q2 | $334K | Sell |
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|
2023
Q1 | $918K | Buy |
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|
2022
Q4 | $827K | Sell |
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|
2022
Q3 | $918K | Sell |
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|
2022
Q2 | $965K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $48K | Hold |
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|
2021
Q3 | $49K | Hold |
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|
2021
Q2 | $40K | Hold |
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|
2021
Q1 | $35K | Hold |
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|
2020
Q4 | $37K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $30K | Buy |
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|
2020
Q1 | $24K | Buy |
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|
2019
Q4 | $12K | Buy |
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