Warther Private Wealth’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 | $845K | Buy |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $678K | Hold |
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|
2024
Q3 | $656K | Sell |
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|
2024
Q2 | $723K | Buy |
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|
2024
Q1 | $227K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $544K | Sell |
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|
2023
Q2 | $928K | Sell |
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $787K | Sell |
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|
2022
Q3 | $857K | Sell |
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|
2022
Q2 | $1.2M | Sell |
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|
2022
Q1 | $1.79M | Sell |
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|
2021
Q4 | $1.8M | Buy |
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|
2021
Q3 | $1.39M | Hold |
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|
2021
Q2 | $1.22M | Buy |
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