Sugarloaf Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.11M | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $870K | Sell |
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|
2023
Q4 | $941K | Sell |
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|
2023
Q3 | $819K | Buy |
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|
2023
Q2 | $747K | Buy |
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|
2023
Q1 | $636K | Sell |
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|
2022
Q4 | $610K | Sell |
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|
2022
Q3 | $674K | Sell |
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|
2022
Q2 | $701K | Buy |
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|
2022
Q1 | $805K | Sell |
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|
2021
Q4 | $798K | Buy |
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|
2021
Q3 | $623K | Sell |
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|
2021
Q2 | $571K | Buy |
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|
2021
Q1 | $503 | Sell |
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|
2020
Q4 | $542K | Buy |
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|
2020
Q3 | $510K | Hold |
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|
2020
Q2 | $435K | Buy |
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|
2020
Q1 | $402K | Buy |
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|
2019
Q4 | $399K | Buy |
|