Bellwether 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 | $173K | Sell |
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|
2025
Q1 | $198K | Sell |
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|
2024
Q4 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $77K | Hold |
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|
2022
Q4 | $70.8K | Sell |
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|
2022
Q3 | $92K | Buy |
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|
2022
Q2 | $59K | Buy |
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|
2022
Q1 | $70K | Sell |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $39K | Hold |
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|
2021
Q1 | $34K | Hold |
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|
2020
Q4 | $37K | Buy |
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