True Wealth Design’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $138K | Sell |
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|
2025
Q2 | $162K | Buy |
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|
2025
Q1 | $143K | Buy |
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|
2024
Q4 | $114K | Sell |
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|
2024
Q3 | $115K | Buy |
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|
2024
Q2 | $40K | Sell |
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|
2024
Q1 | $44K | Buy |
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|
2023
Q4 | $37K | Hold |
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|
2023
Q3 | $31.6K | Hold |
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|
2023
Q2 | $30.1K | Hold |
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|
2023
Q1 | $27.8K | Buy |
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|
2022
Q4 | $21K | Buy |
|