Wellington Shields & Co’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 | $1.02M | Hold |
|
|||||
|
2025
Q2 | $1.09M | Hold |
|
|||||
|
2025
Q1 | $1.04M | Buy |
|
|||||
|
2024
Q4 | $939K | Sell |
|
|||||
|
2024
Q3 | $975K | Hold |
|
|||||
|
2024
Q2 | $935K | Hold |
|
|||||
|
2024
Q1 | $806K | Buy |
|
|||||
|
2023
Q4 | $528K | Sell |
|
|||||
|
2023
Q3 | $508K | Sell |
|
|||||
|
2023
Q2 | $525K | Buy |
|
|||||
|
2023
Q1 | $447K | Buy |
|
|||||
|
2022
Q4 | $377K | Hold |
|
|||||
|
2022
Q3 | $390K | Sell |
|
|||||
|
2022
Q2 | $443K | Hold |
|
|||||
|
2022
Q1 | $533K | Hold |
|
|||||
|
2021
Q4 | $525K | Hold |
|
|||||
|
2021
Q3 | $416K | Hold |
|
|||||
|
2021
Q2 | $366K | Hold |
|
|||||
|
2021
Q1 | $326K | Buy |
|
|||||
|
2020
Q4 | $339K | Buy |
|
|||||
|
2020
Q3 | $248K | Buy |
|