Capital Advisory Group Advisory Services’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 | $552K | Sell |
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|
2025
Q2 | $596K | Buy |
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|
2025
Q1 | $567K | Buy |
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|
2024
Q4 | $506K | Buy |
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|
2024
Q3 | $445K | Hold |
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|
2024
Q2 | $427K | Hold |
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|
2024
Q1 | $368K | Sell |
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|
2023
Q4 | $332K | Sell |
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|
2023
Q3 | $291K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $381K | Hold |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $355K | Buy |
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|
2022
Q2 | $325K | Hold |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $292K | Sell |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $23K | Hold |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $17K | Hold |
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|
2019
Q2 | $17K | Hold |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $12K | Buy |
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