Acorn Wealth Advisors’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 | $594K | Buy |
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|
2025
Q2 | $614K | Buy |
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|
2025
Q1 | $482K | Buy |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $369K | Buy |
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|
2024
Q1 | $241K | Buy |
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|
2023
Q4 | $213K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $69K | Buy |
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|
2018
Q1 | $65K | Hold |
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|
2017
Q4 | $62K | Buy |
|