Alta 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 | $4.05M | Sell |
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|
2025
Q2 | $4.5M | Sell |
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|
2025
Q1 | $4.35M | Sell |
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|
2024
Q4 | $4.22M | Sell |
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|
2024
Q3 | $4.09M | Sell |
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|
2024
Q2 | $3.93M | Sell |
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|
2024
Q1 | $3.39M | Sell |
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|
2023
Q4 | $3.07M | Sell |
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|
2023
Q3 | $2.71M | Sell |
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|
2023
Q2 | $2.59M | Sell |
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|
2023
Q1 | $2.41M | Buy |
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|
2022
Q4 | $1.82M | Buy |
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|
2022
Q3 | $1.85M | Buy |
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|
2022
Q2 | $1.85M | Sell |
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|
2022
Q1 | $2.32M | Hold |
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|
2021
Q4 | $2.29M | Buy |
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|
2021
Q3 | $1.73M | Sell |
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|
2021
Q2 | $1.56M | Sell |
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|
2021
Q1 | $1.4M | Buy |
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|
2020
Q4 | $1.22M | Buy |
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