Blue Zone 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 | $928K | Buy |
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|
2025
Q2 | $866K | Sell |
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|
2025
Q1 | $875K | Sell |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $504K | Hold |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $249K | Buy |
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $265K | Buy |
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|
2022
Q3 | $266K | Buy |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $228K | Buy |
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|
2021
Q4 | $213K | Buy |
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