Windsor 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $721K | Buy |
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|
2023
Q2 | $676K | Buy |
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|
2023
Q1 | $601K | Hold |
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|
2022
Q4 | $587K | Sell |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $593K | Sell |
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|
2022
Q1 | $1.57M | Sell |
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|
2021
Q4 | $1.54M | Buy |
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|
2021
Q3 | $1.12M | Buy |
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|
2021
Q2 | $880K | Sell |
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|
2021
Q1 | $969K | Buy |
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|
2020
Q4 | $1M | Sell |
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|
2020
Q3 | $995K | Buy |
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|
2020
Q2 | $655K | Buy |
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|
2020
Q1 | $607K | Buy |
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|
2019
Q4 | $536K | Buy |
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|
2019
Q3 | $461K | Sell |
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|
2019
Q2 | $426K | Buy |
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