Cape Investment Advisory’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 | $104K | Sell |
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|
2025
Q2 | $151K | Sell |
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|
2025
Q1 | $154K | Sell |
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|
2024
Q4 | $152K | Buy |
|
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|
2024
Q3 | $115K | Buy |
|
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|
2024
Q2 | $97.3K | Sell |
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|
2024
Q1 | $98.5K | Sell |
|
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|
2023
Q4 | $95.3K | Sell |
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|
2023
Q3 | $90K | Sell |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $104K | Buy |
|