Walled Lake Planning & Wealth Management’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 | $451K | Sell |
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|
2025
Q1 | $475K | Sell |
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|
2024
Q4 | $463K | Hold |
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $381K | Buy |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $257K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $255K | Hold |
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|
2021
Q3 | $202K | Buy |
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|
2021
Q2 | $112K | Hold |
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|
2021
Q1 | $99K | Hold |
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|
2020
Q4 | $106K | Sell |
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|
2020
Q3 | $205K | Sell |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $251K | Sell |
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|
2019
Q4 | $304K | Buy |
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