BA
Bellwether Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
175
-34
| -16% | -$33.7K | 0.03% | 134 |
|
|
2025
Q1 | $198K | Sell |
209
-10
| -5% | -$9.46K | 0.04% | 129 |
|
|
2024
Q4 | $201K | Buy |
+219
| New | +$201K | 0.04% | 131 |
|
|
2023
Q2 | – | Sell |
-155
| Closed | -$77K | – | 159 |
|
|
2023
Q1 | $77K | Hold |
155
| – | – | 0.02% | 163 |
|
|
2022
Q4 | $70.8K | Sell |
155
-41
| -21% | -$18.7K | 0.02% | 170 |
|
|
2022
Q3 | $92K | Buy |
196
+71
| +57% | +$33.3K | 0.03% | 126 |
|
|
2022
Q2 | $59K | Buy |
125
+3
| +2% | +$1.42K | 0.02% | 160 |
|
|
2022
Q1 | $70K | Sell |
122
-3,697
| -97% | -$2.12M | 0.02% | 177 |
|
|
2021
Q4 | $2.17M | Buy |
3,819
+3,720
| +3,758% | +$2.11M | 0.67% | 31 |
|
|
2021
Q3 | $44K | Hold |
99
| – | – | 0.01% | 209 |
|
|
2021
Q2 | $39K | Hold |
99
| – | – | 0.01% | 192 |
|
|
2021
Q1 | $34K | Hold |
99
| – | – | 0.01% | 183 |
|
|
2020
Q4 | $37K | Buy |
+99
| New | +$37K | 0.02% | 175 |
|