Avondale Wealth Management’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 | $246K | Sell |
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|
2025
Q1 | $335K | Buy |
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|
2024
Q4 | $305K | Buy |
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|
2024
Q3 | $69.1K | Hold |
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|
2024
Q2 | $66.3K | Hold |
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|
2024
Q1 | $57.1K | Hold |
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|
2023
Q4 | $51.5K | Hold |
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|
2023
Q3 | $44.1K | Hold |
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|
2023
Q2 | $42K | Sell |
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|
2023
Q1 | $113K | Sell |
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|
2022
Q4 | $184K | Buy |
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|
2022
Q3 | $84K | Buy |
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|
2022
Q2 | $37K | Sell |
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|
2022
Q1 | $275K | Sell |
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|
2021
Q4 | $286K | Hold |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $199K | Hold |
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|
2021
Q1 | $178K | Buy |
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|
2020
Q4 | $39K | Hold |
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|
2020
Q3 | $37K | Hold |
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|
2020
Q2 | $32K | Hold |
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|
2020
Q1 | $30K | Hold |
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|
2019
Q4 | $31K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $27K | Hold |
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|
2019
Q1 | $25K | Hold |
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|
2018
Q4 | $21K | Hold |
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|
2018
Q3 | $24K | Hold |
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|
2018
Q2 | $22K | Hold |
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|
2018
Q1 | $19K | Sell |
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|
2017
Q4 | $28K | Buy |
|