Beta Wealth Group’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 | $884K | Buy |
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|
2025
Q1 | $820K | Sell |
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|
2024
Q4 | $801K | Hold |
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|
2024
Q3 | $775K | Sell |
|
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|
2024
Q2 | $750K | Sell |
|
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|
2024
Q1 | $652K | Sell |
|
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $517K | Hold |
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|
2023
Q2 | $492K | Buy |
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|
2023
Q1 | $454K | Buy |
|
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $396K | Hold |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $416K | Hold |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $384K | Buy |
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|
2021
Q1 | $329K | Buy |
|