West Branch Capital’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 | $3.55M | Buy |
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|
2025
Q1 | $3.25M | Buy |
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|
2024
Q4 | $2.75M | Buy |
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|
2024
Q3 | $2.65M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $1.43M | Buy |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $786K | Buy |
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|
2023
Q2 | $749K | Hold |
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|
2023
Q1 | $691K | Sell |
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|
2022
Q4 | $640K | Buy |
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|
2022
Q3 | $662K | Buy |
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|
2022
Q2 | $642K | Buy |
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|
2022
Q1 | $757K | Buy |
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|
2021
Q4 | $738K | Buy |
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|
2021
Q3 | $561K | Buy |
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|
2021
Q2 | $460K | Sell |
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|
2021
Q1 | $505K | Sell |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $982K | Buy |
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|
2020
Q2 | $276K | Sell |
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|
2020
Q1 | $330K | Buy |
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|
2019
Q4 | $337K | Buy |
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|
2019
Q3 | $264K | Buy |
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|
2019
Q2 | $242K | Buy |
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