Windsor Capital 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
$428K Hold
2025
Q2
$457K Sell
2025
Q1
$721K Sell
2024
Q4
$926K Hold
2024
Q3
$896K Hold
2024
Q2
$859K Sell
2024
Q1
$814K Sell
2023
Q4
$756K Sell
2023
Q3
$1.18M Hold
2023
Q2
$1.13M Buy
2015
Q4
Sell
2015
Q3
$28K Buy
2014
Q1
Sell
2013
Q4
$24K Hold
2013
Q3
$23K Hold
2013
Q2
$22K Buy