Valley Wealth Managers’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 | $968K | Sell |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $941K | Buy |
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|
2024
Q1 | $760K | Buy |
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|
2023
Q4 | $637K | Buy |
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|
2023
Q3 | $541K | Buy |
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|
2023
Q2 | $504K | Sell |
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|
2023
Q1 | $493K | Buy |
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|
2022
Q4 | $451K | Sell |
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|
2022
Q3 | $474K | Buy |
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|
2022
Q2 | $445K | Sell |
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|
2022
Q1 | $649K | Sell |
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|
2021
Q4 | $646K | Hold |
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|
2021
Q3 | $511K | Sell |
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|
2021
Q2 | $490K | Buy |
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|
2021
Q1 | $386K | Hold |
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|
2020
Q4 | $413K | Sell |
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|
2020
Q3 | $427K | Buy |
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|
2020
Q2 | $325K | Sell |
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|
2020
Q1 | $318K | Sell |
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|
2019
Q4 | $346K | Hold |
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|
2019
Q3 | $339K | Sell |
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|
2019
Q2 | $335K | Buy |
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|
2019
Q1 | $282K | Sell |
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|
2018
Q4 | $319K | Buy |
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|
2018
Q3 | $274K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $34K | Sell |
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|
2016
Q4 | $34K | Buy |
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|
2016
Q3 | $31K | Sell |
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|
2016
Q2 | $94K | Buy |
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