Cardinal Strategic Wealth Guidance’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
$884K Sell
2025
Q2
$1.09M Sell
2025
Q1
$1.18M Sell
2024
Q4
$1.35M Buy
2024
Q3
$1.3M Hold
2024
Q2
$1.24M Sell
2024
Q1
$1.08M Sell
2023
Q4
$1.02M Hold
2023
Q3
$873K Sell
2023
Q2
$868K Buy
2023
Q1
$792K Sell
2022
Q4
$744K Sell
2022
Q3
$775K Sell
2022
Q2
$804K Sell
2022
Q1
$1.03M Sell
2021
Q4
$1.11M Sell
2021
Q3
$878K Hold
2021
Q2
$774K Hold
2021
Q1
$689K Hold
2020
Q4
$737K Sell
2020
Q3
$715K Hold
2020
Q2
$611K Sell
2020
Q1
$586K Sell
2019
Q4
$640K Buy