Addison 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
Q2 | $345K | Buy |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $295K | Buy |
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|
2024
Q2 | $133K | Buy |
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|
2024
Q1 | $101K | Buy |
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|
2023
Q4 | $84.5K | Hold |
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|
2023
Q3 | $72.3K | Hold |
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|
2023
Q2 | $68.9K | Sell |
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|
2023
Q1 | $78.5K | Sell |
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|
2022
Q4 | $76.2K | Sell |
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|
2022
Q3 | $145K | Buy |
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|
2022
Q2 | $85K | Buy |
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|
2022
Q1 | $93K | Buy |
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|
2021
Q4 | $83K | Buy |
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|
2021
Q3 | $63K | Hold |
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|
2021
Q2 | $55K | Buy |
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|
2020
Q4 | $55K | Buy |
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