Beacon Financial Strategies’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 | $255K | Sell |
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|
2025
Q2 | $285K | Hold |
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|
2025
Q1 | $272K | Sell |
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|
2024
Q4 | $274K | Hold |
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|
2024
Q3 | $265K | Sell |
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|
2024
Q2 | $258K | Sell |
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|
2024
Q1 | $238K | Sell |
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|
2023
Q4 | $295K | Sell |
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|
2023
Q3 | $259K | Sell |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $222K | Hold |
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|
2022
Q3 | $230K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $273K | Hold |
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|
2021
Q3 | $216K | Buy |
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