Capital Performance 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 | $2.59M | Sell |
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|
2025
Q2 | $3.17M | Buy |
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|
2025
Q1 | $2.93M | Buy |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $817K | Buy |
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|
2024
Q1 | $687K | Buy |
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|
2023
Q4 | $607K | Buy |
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|
2023
Q3 | $459K | Buy |
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|
2023
Q2 | $207K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $221K | Buy |
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