Amplius 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 | $394K | Sell |
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|
2025
Q2 | $862K | Buy |
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|
2025
Q1 | $819K | Buy |
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|
2024
Q4 | $783K | Sell |
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|
2024
Q3 | $935K | Sell |
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|
2024
Q2 | $899K | Buy |
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|
2024
Q1 | $772K | Buy |
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|
2023
Q4 | $694K | Buy |
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $626K | Sell |
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|
2023
Q1 | $581K | Sell |
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|
2022
Q4 | $535K | Sell |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $312K | Sell |
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|
2022
Q1 | $400K | Sell |
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|
2021
Q4 | $510K | Buy |
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