Bell & Brown Wealth 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 | $6.2M | Sell |
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|
2025
Q1 | $6.42M | Buy |
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|
2024
Q4 | $6.21M | Buy |
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|
2024
Q3 | $5.93M | Buy |
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|
2024
Q2 | $5.57M | Buy |
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|
2024
Q1 | $4.68M | Sell |
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|
2023
Q4 | $4.32M | Buy |
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|
2023
Q2 | $3.55M | Buy |
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|
2023
Q1 | $3.24M | Sell |
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|
2022
Q4 | $2.99M | Buy |
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|
2022
Q3 | $3.05M | Buy |
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|
2022
Q2 | $3.09M | Buy |
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|
2022
Q1 | $3.7M | Buy |
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|
2021
Q4 | $3.34M | Buy |
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|
2021
Q3 | $2.81M | Buy |
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|
2020
Q3 | $254K | Sell |
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|
2020
Q2 | $231K | Hold |
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|
2020
Q1 | $211K | Buy |
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