Archvest Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Hold |
508
| – | – | 0.44% | 39 |
|
|
2025
Q1 | $480K | Buy |
508
+78
| +18% | +$73.8K | 0.4% | 43 |
|
|
2024
Q4 | $394K | Buy |
430
+20
| +5% | +$18.3K | 0.29% | 45 |
|
|
2024
Q3 | $363K | Hold |
410
| – | – | 0.23% | 48 |
|
|
2024
Q2 | $347K | Buy |
410
+22
| +6% | +$18.6K | 0.23% | 47 |
|
|
2024
Q1 | $280K | Hold |
388
| – | – | 0.2% | 50 |
|
|
2023
Q4 | $256K | Hold |
388
| – | – | 0.19% | 49 |
|
|
2023
Q3 | $219K | Hold |
388
| – | – | 0.18% | 47 |
|
|
2023
Q2 | $209K | Buy |
+388
| New | +$209K | 0.17% | 47 |
|
|
2023
Q1 | – | Sell |
-500
| Closed | -$228K | – | 46 |
|
|
2022
Q4 | $228K | Hold |
500
| – | – | 0.23% | 37 |
|
|
2022
Q3 | $236K | Buy |
+500
| New | +$236K | 0.24% | 37 |
|
|
2022
Q2 | – | Sell |
-388
| Closed | -$223K | – | 38 |
|
|
2022
Q1 | $223K | Buy |
+388
| New | +$223K | 0.2% | 40 |
|