TFC Financial 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
Q2 | $839K | Sell |
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|
2025
Q1 | $809K | Sell |
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|
2024
Q4 | $832K | Buy |
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|
2024
Q3 | $804K | Sell |
|
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|
2024
Q2 | $782K | Hold |
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|
2024
Q1 | $674K | Buy |
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|
2023
Q4 | $606K | Sell |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $541K | Buy |
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|
2023
Q1 | $496K | Sell |
|
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|
2022
Q4 | $544K | Hold |
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|
2022
Q3 | $563K | Buy |
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|
2022
Q2 | $332K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $411K | Sell |
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|
2021
Q3 | $595K | Hold |
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|
2021
Q2 | $524K | Hold |
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|
2021
Q1 | $467K | Hold |
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|
2020
Q4 | $499K | Hold |
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|
2020
Q3 | $470K | Buy |
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