Strategic Wealth Investment 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 | $924K | Buy |
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|
2025
Q1 | $879K | Sell |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $16.5M | Buy |
|
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|
2023
Q4 | $12.2M | Buy |
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|
2023
Q3 | $9.29M | Buy |
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|
2023
Q2 | $7.81M | Buy |
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|
2023
Q1 | $6.25M | Buy |
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|
2022
Q4 | $5.09M | Buy |
|
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|
2022
Q3 | $4.43M | Buy |
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|
2022
Q2 | $4.39M | Sell |
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|
2022
Q1 | $5.89M | Buy |
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|
2021
Q4 | $5.23M | Buy |
|
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|
2021
Q3 | $3.71M | Buy |
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|
2021
Q2 | $2.72M | Buy |
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|
2021
Q1 | $1.8M | Buy |
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|
2020
Q4 | $1.38M | Buy |
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|
2020
Q3 | $1.2M | Buy |
|
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|
2020
Q2 | $895K | Buy |
|
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|
2020
Q1 | $736K | Sell |
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|
2019
Q4 | $881K | Buy |
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