Barnes Pettey Financial 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
Q2 | $561K | Hold |
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|
2025
Q1 | $536K | Buy |
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|
2024
Q4 | $474K | Hold |
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|
2024
Q3 | $458K | Sell |
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|
2024
Q2 | $555K | Hold |
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|
2024
Q1 | $478K | Hold |
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $367K | Hold |
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|
2023
Q2 | $350K | Hold |
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|
2023
Q1 | $323K | Hold |
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|
2022
Q4 | $297K | Hold |
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|
2022
Q3 | $307K | Hold |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $374K | Hold |
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|
2021
Q4 | $369K | Buy |
|