The Family Firm’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 | – | Sell |
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|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.42M | Sell |
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|
2024
Q2 | $1.39M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $925K | Buy |
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|
2023
Q2 | $880K | Sell |
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|
2023
Q1 | $814K | Buy |
|
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $758K | Sell |
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|
2022
Q2 | $814K | Buy |
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|
2022
Q1 | $977K | Buy |
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|
2021
Q4 | $957K | Buy |
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|
2021
Q3 | $791K | Sell |
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|
2021
Q2 | $697K | Sell |
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|
2021
Q1 | $635K | Buy |
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|
2020
Q4 | $652K | Sell |
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|
2020
Q3 | $664K | Buy |
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|
2020
Q2 | $521K | Buy |
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|
2020
Q1 | $357K | Buy |
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|
2019
Q4 | $367K | Buy |
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|
2019
Q3 | $360K | Buy |
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|
2019
Q2 | $329K | Buy |
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|
2019
Q1 | $301K | Buy |
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|
2018
Q4 | $253K | Buy |
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|
2018
Q3 | $283K | Buy |
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|
2018
Q2 | $252K | Buy |
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|
2018
Q1 | $227K | Sell |
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|
2017
Q4 | $236K | Buy |
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|
2017
Q3 | $208K | Sell |
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|
2017
Q2 | $222K | Buy |
|