Wealthquest’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 | $285K | Buy |
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|
2025
Q1 | $235K | Sell |
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|
2024
Q4 | $322K | Buy |
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|
2024
Q3 | $291K | Sell |
|
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|
2024
Q2 | $508K | Hold |
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|
2024
Q1 | $438K | Buy |
|
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|
2023
Q4 | $327K | Sell |
|
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|
2023
Q3 | $306K | Buy |
|
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|
2023
Q2 | $280K | Hold |
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|
2023
Q1 | $258K | Sell |
|
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|
2022
Q4 | $247K | Buy |
|
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|
2022
Q3 | $226K | Hold |
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|
2022
Q2 | $230K | Sell |
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|
2022
Q1 | $273K | Hold |
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|
2021
Q4 | $273K | Sell |
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|
2021
Q3 | $258K | Buy |
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|
2021
Q2 | $201K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $221K | Buy |
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