Wambolt & Associates’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 | $4.16M | Sell |
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|
2025
Q1 | $4.3M | Sell |
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|
2024
Q4 | $4.5M | Sell |
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|
2024
Q3 | $5.45M | Sell |
|
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|
2024
Q2 | $5.3M | Sell |
|
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|
2024
Q1 | $4.55M | Sell |
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|
2023
Q4 | $4.3M | Buy |
|
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|
2023
Q3 | $3.45M | Buy |
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|
2023
Q2 | $2.29M | Buy |
|
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|
2023
Q1 | $1.93M | Buy |
|
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|
2022
Q4 | $1.64M | Buy |
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|
2022
Q3 | $1.57M | Buy |
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|
2022
Q2 | $1.57M | Buy |
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|
2022
Q1 | $1.57M | Buy |
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|
2021
Q4 | $1.17M | Buy |
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|
2021
Q3 | $630K | Buy |
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|
2021
Q2 | $458K | Buy |
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|
2021
Q1 | $207K | Buy |
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