Zimmermann Investment Management & Planning’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$1.99M Buy
2024
Q2
$1.84M Buy
2024
Q1
$1.49M Buy
2023
Q4
$1.16M Buy
2023
Q3
$735K Sell
2023
Q2
$721K Buy
2023
Q1
$649K Buy
2022
Q4
$587K Sell
2022
Q3
$657K Buy
2022
Q2
$591K Buy
2022
Q1
$676K Buy
2021
Q4
$604K Buy