Vance Wealth’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 | $1.07M | Buy |
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|
2025
Q1 | $902K | Buy |
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|
2024
Q4 | $791K | Buy |
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|
2024
Q3 | $740K | Sell |
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|
2024
Q2 | $750K | Sell |
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|
2024
Q1 | $696K | Buy |
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|
2023
Q4 | $605K | Buy |
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|
2023
Q3 | $501K | Hold |
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|
2023
Q2 | $477K | Hold |
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|
2023
Q1 | $440K | Buy |
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|
2022
Q4 | $379K | Hold |
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|
2022
Q3 | $392K | Hold |
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|
2022
Q2 | $398K | Hold |
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|
2022
Q1 | $478K | Hold |
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|
2021
Q4 | $471K | Buy |
|