Wunderlich Capital Managemnt’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $128K | Sell |
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|
2023
Q4 | $231K | Hold |
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|
2023
Q3 | $198K | Hold |
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|
2023
Q2 | $188K | Hold |
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|
2023
Q1 | $174K | Sell |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $225K | Hold |
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|
2021
Q2 | $198K | Hold |
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|
2021
Q1 | $176K | Hold |
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|
2020
Q4 | $188K | Hold |
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|
2020
Q3 | $178K | Hold |
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|
2020
Q2 | $152K | Hold |
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|
2020
Q1 | $143K | Hold |
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|
2019
Q4 | $147K | Hold |
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|
2019
Q3 | $144K | Hold |
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|
2019
Q2 | $132K | Hold |
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|
2019
Q1 | $121K | Hold |
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|
2018
Q4 | $102K | Hold |
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|
2018
Q3 | $117K | Buy |
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