Advisory Services & Investments’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $956K | Hold |
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|
2024
Q2 | $917K | Hold |
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|
2024
Q1 | $790K | Hold |
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|
2023
Q4 | $712K | Sell |
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|
2023
Q3 | $619K | Hold |
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|
2023
Q2 | $590K | Sell |
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|
2023
Q1 | $562K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $534K | Buy |
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|
2022
Q2 | $533K | Sell |
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|
2022
Q1 | $646K | Buy |
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|
2021
Q4 | $622K | Hold |
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|
2021
Q3 | $492K | Buy |
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