Wealth Effects’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $714K | Buy |
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|
2025
Q2 | $733K | Sell |
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|
2025
Q1 | $705K | Sell |
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|
2024
Q4 | $766K | Sell |
|
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|
2024
Q3 | $830K | Sell |
|
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|
2024
Q2 | $824K | Buy |
|
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|
2024
Q1 | $649K | Sell |
|
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|
2023
Q4 | $874K | Buy |
|
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|
2023
Q3 | $513K | Sell |
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|
2023
Q2 | $493K | Buy |
|
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|
2023
Q1 | $455K | Sell |
|
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|
2022
Q4 | $476K | Buy |
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|
2022
Q3 | $469K | Buy |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $450K | Buy |
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|
2021
Q4 | $429K | Buy |
|