Stonehearth Capital Management’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 | $342K | Sell |
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|
2025
Q2 | $387K | Hold |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $358K | Hold |
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|
2024
Q3 | $347K | Sell |
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|
2024
Q2 | $347K | Sell |
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|
2024
Q1 | $316K | Hold |
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|
2023
Q4 | $285K | Hold |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $246K | Hold |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $212K | Hold |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $229K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $259K | Hold |
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|
2021
Q3 | $205K | Buy |
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