Ullmann Wealth Partners Group’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 | $1.83M | Sell |
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|
2025
Q2 | $2.01M | Sell |
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|
2025
Q1 | $1.93M | Buy |
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|
2024
Q4 | $1.84M | Buy |
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|
2024
Q3 | $1.72M | Buy |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.4M | Buy |
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|
2023
Q4 | $1.22M | Buy |
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|
2023
Q3 | $985K | Buy |
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|
2023
Q2 | $391K | Sell |
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|
2023
Q1 | $362K | Buy |
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|
2022
Q4 | $270K | Hold |
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|
2022
Q3 | $280K | Hold |
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|
2022
Q2 | $284K | Hold |
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|
2022
Q1 | $341K | Buy |
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|
2021
Q4 | $328K | Buy |
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|
2021
Q3 | $253K | Buy |
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|
2021
Q2 | $216K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $206K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $31K | Hold |
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|
2017
Q1 | $32K | Buy |
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