Zhang Financial’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 | $1.51M | Buy |
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|
2025
Q1 | $1.41M | Sell |
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|
2024
Q4 | $1.4M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $870K | Buy |
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|
2024
Q1 | $740K | Buy |
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|
2023
Q4 | $642K | Buy |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $528K | Buy |
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|
2023
Q1 | $480K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $252K | Sell |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $763K | Buy |
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|
2021
Q4 | $223K | Buy |
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