Valtinson Bruner Financial Planning’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 | $540K | Hold |
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|
2025
Q2 | $577K | Buy |
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|
2025
Q1 | $496K | Sell |
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|
2024
Q4 | $581K | Sell |
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|
2024
Q3 | $695K | Buy |
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|
2024
Q2 | $329K | Hold |
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|
2024
Q1 | $284K | Sell |
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|
2023
Q4 | $266K | Buy |
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|
2023
Q3 | $226K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $229K | Buy |
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|
2021
Q4 | $205K | Buy |
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