Walkner Condon Financial Advisors’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 | $3.88M | Buy |
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|
2025
Q2 | $3.26M | Buy |
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|
2025
Q1 | $3.04M | Sell |
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|
2024
Q4 | $3.05M | Buy |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.81M | Sell |
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|
2024
Q1 | $2.5M | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $481K | Sell |
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|
2023
Q2 | $3.14M | Buy |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $221K | Buy |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $406K | Buy |
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