Werba Rubin Papier Wealth 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 | $2.15M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $976K | Sell |
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|
2024
Q3 | $1M | Buy |
|
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|
2024
Q2 | $837K | Buy |
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|
2024
Q1 | $473K | Buy |
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|
2023
Q4 | $436K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $279K | Buy |
|