Caliber Wealth Management (Utah)’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.22M | Sell |
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|
2023
Q4 | $2.9M | Sell |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $2.34M | Buy |
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|
2023
Q1 | $2.12M | Buy |
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|
2022
Q4 | $1.62M | Sell |
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|
2022
Q3 | $2.53M | Sell |
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|
2022
Q2 | $2.65M | Sell |
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|
2022
Q1 | $3.33M | Buy |
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|
2021
Q4 | $2.7M | Buy |
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|
2021
Q3 | $2.21M | Buy |
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|
2021
Q2 | $1.84M | Buy |
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|
2021
Q1 | $1.63M | Buy |
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|
2020
Q4 | $1.5M | Buy |
|