WealthPlan Investment 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
Q3 | $16.8M | Sell |
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|
2025
Q2 | $19.5M | Buy |
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|
2025
Q1 | $15.9M | Sell |
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|
2024
Q4 | $15.6M | Sell |
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|
2024
Q3 | $15.8M | Buy |
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|
2024
Q2 | $11.9M | Buy |
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|
2024
Q1 | $10.2M | Sell |
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|
2023
Q4 | $9.22M | Sell |
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|
2023
Q3 | $7.94M | Buy |
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|
2023
Q2 | $3.74M | Sell |
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|
2023
Q1 | $6.93M | Sell |
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|
2022
Q4 | $13.7M | Sell |
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|
2022
Q3 | $13.4M | Buy |
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|
2022
Q1 | $15.1M | Buy |
|