Benchmark Financial 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
Q3 | $859K | Sell |
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|
2025
Q2 | $930K | Buy |
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|
2025
Q1 | $867K | Sell |
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|
2024
Q4 | $845K | Buy |
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|
2024
Q3 | $817K | Buy |
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|
2024
Q2 | $754K | Sell |
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|
2024
Q1 | $691K | Buy |
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|
2023
Q4 | $571K | Buy |
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|
2023
Q3 | $484K | Sell |
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|
2023
Q2 | $472K | Sell |
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|
2023
Q1 | $483K | Sell |
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|
2022
Q4 | $447K | Buy |
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|
2022
Q3 | $440K | Sell |
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|
2022
Q2 | $447K | Buy |
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|
2022
Q1 | $525K | Buy |
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|
2021
Q4 | $498K | Buy |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $273K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $373K | Buy |
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|
2019
Q1 | $232K | Buy |
|