Von Berge Wealth Management 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 | – | Sell |
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|
2025
Q2 | $790K | Hold |
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|
2025
Q1 | $818K | Buy |
|
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|
2024
Q4 | $820K | Sell |
|
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|
2024
Q3 | $757K | Sell |
|
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|
2024
Q2 | $725K | Sell |
|
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|
2024
Q1 | $634K | Buy |
|
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|
2023
Q4 | $397K | Buy |
|
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $240K | Hold |
|
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|
2023
Q1 | $222K | Hold |
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|
2022
Q4 | $224K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $220K | Hold |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $225K | Buy |
|