Waypoint Wealth Partners’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 | $2.18M | Buy |
|
|||||
|
2025
Q1 | $1.37M | Buy |
|
|||||
|
2024
Q4 | $1.23M | Sell |
|
|||||
|
2024
Q3 | $1.27M | Buy |
|
|||||
|
2024
Q2 | $1.21M | Sell |
|
|||||
|
2024
Q1 | $1.08M | Buy |
|
|||||
|
2023
Q4 | $556K | Buy |
|
|||||
|
2023
Q3 | $407K | Hold |
|
|||||
|
2023
Q2 | $388K | Sell |
|
|||||
|
2023
Q1 | $370K | Buy |
|
|||||
|
2022
Q4 | $331K | Hold |
|
|||||
|
2022
Q3 | $343K | Sell |
|
|||||
|
2022
Q2 | $351K | Buy |
|
|||||
|
2022
Q1 | $417K | Sell |
|
|||||
|
2021
Q4 | $455K | Buy |
|
|||||
|
2021
Q3 | $324K | Hold |
|
|||||
|
2021
Q2 | $285K | Sell |
|
|||||
|
2021
Q1 | $263K | Buy |
|
|||||
|
2020
Q4 | $271K | Buy |
|