Walter & Keenan 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 | $2.58M | Buy |
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|
2025
Q1 | $2.35M | Buy |
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|
2024
Q4 | $2.21M | Buy |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $2.04M | Hold |
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|
2024
Q1 | $1.76M | Hold |
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|
2023
Q4 | $1.58M | Sell |
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|
2023
Q3 | $1.41M | Hold |
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|
2023
Q2 | $1.34M | Buy |
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|
2023
Q1 | $1.24M | Hold |
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|
2022
Q4 | $1.14M | Buy |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.17M | Hold |
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|
2022
Q1 | $1.41M | Buy |
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|
2021
Q4 | $1.33M | Hold |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $910K | Hold |
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|
2021
Q1 | $811K | Sell |
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|
2020
Q4 | $885K | Hold |
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|
2020
Q3 | $834K | Buy |
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|
2020
Q2 | $705K | Sell |
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|
2020
Q1 | $4.13M | Buy |
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|
2019
Q4 | $617K | Buy |
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|
2019
Q3 | $547K | Hold |
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|
2019
Q2 | $502K | Hold |
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|
2019
Q1 | $460K | Hold |
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|
2018
Q4 | $387K | Buy |
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|
2018
Q3 | $423 | Sell |
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|
2018
Q2 | $481K | Buy |
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|
2018
Q1 | $415K | Buy |
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|
2017
Q4 | $354K | Hold |
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|
2017
Q3 | $312K | Buy |
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