Capital Advisors Wealth Management’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 | $5.64M | Buy |
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|
2025
Q2 | $5.93M | Buy |
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|
2025
Q1 | $5.62M | Sell |
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|
2024
Q4 | $5.49M | Hold |
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|
2024
Q3 | $5.31M | Buy |
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|
2024
Q2 | $4.3M | Sell |
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|
2024
Q1 | $4.02M | Buy |
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|
2023
Q4 | $3.46M | Buy |
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|
2023
Q3 | $2.86M | Buy |
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|
2023
Q2 | $2.52M | Buy |
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|
2023
Q1 | $2M | Buy |
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|
2022
Q4 | $1.77M | Sell |
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|
2022
Q3 | $1.84M | Sell |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $2.15M | Buy |
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|
2021
Q4 | $1.96M | Sell |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.24M | Buy |
|