Balboa Wealth Partners’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 | $6.6M | Buy |
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|
2025
Q1 | $4.44M | Sell |
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|
2024
Q4 | $4.42M | Buy |
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|
2024
Q3 | $4.1M | Buy |
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|
2024
Q2 | $3.75M | Buy |
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|
2024
Q1 | $3.21M | Sell |
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|
2023
Q4 | $3.5M | Buy |
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|
2023
Q3 | $2.39M | Sell |
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|
2023
Q2 | $2.77M | Buy |
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|
2023
Q1 | $2.08M | Buy |
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|
2022
Q4 | $1.91M | Buy |
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|
2022
Q3 | $1.89M | Buy |
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