Strategic Wealth Partners’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 | $1.85M | Buy |
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|
2025
Q4 | $1.58M | Sell |
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|
2025
Q3 | $1.83M | Sell |
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|
2025
Q2 | $4.12M | Buy |
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|
2024
Q4 | $4.5M | Buy |
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|
2024
Q3 | $3.66M | Buy |
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|
2024
Q2 | $3.2M | Buy |
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|
2024
Q1 | $2.69M | Buy |
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|
2023
Q4 | $2.17M | Sell |
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|
2023
Q3 | $2.11M | Buy |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.62M | Buy |
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|
2022
Q3 | $1.65M | Buy |
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|
2022
Q2 | $1.43M | Sell |
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|
2022
Q1 | $1.85M | Sell |
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|
2021
Q4 | $1.95M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $1.18M | Buy |
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|
2021
Q1 | $249K | Hold |
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|
2020
Q4 | $266K | Hold |
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|
2020
Q3 | $251K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $22.1K | Buy |
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|
2019
Q2 | $170K | Hold |
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|
2019
Q1 | $156K | Buy |
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|
2018
Q4 | $120K | Hold |
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|
2018
Q3 | $133K | Hold |
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|
2018
Q2 | $118K | Sell |
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|
2018
Q1 | $112K | Buy |
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|
2017
Q4 | $96K | Buy |
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