Carolina Wealth 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 | $66.6K | Sell |
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|
2025
Q2 | $121K | Buy |
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|
2025
Q1 | $110K | Sell |
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|
2024
Q4 | $155K | Sell |
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|
2024
Q3 | $186K | Buy |
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|
2024
Q2 | $171K | Hold |
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|
2024
Q1 | $147K | Hold |
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|
2023
Q4 | $133K | Hold |
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|
2023
Q3 | $114K | Hold |
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|
2023
Q2 | $108K | Hold |
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|
2023
Q1 | $99.9K | Hold |
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|
2022
Q4 | $92K | Buy |
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|
2022
Q3 | $92K | Buy |
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|
2022
Q2 | $88K | Buy |
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|
2022
Q1 | $98K | Hold |
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|
2021
Q4 | $97K | Buy |
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|
2021
Q3 | $72K | Hold |
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|
2021
Q2 | $63K | Hold |
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|
2021
Q1 | $56K | Hold |
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|
2020
Q4 | $60K | Hold |
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|
2020
Q3 | $57K | Buy |
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|
2020
Q2 | $29K | Buy |
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|
2020
Q1 | $27K | Buy |
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|
2019
Q4 | $21K | Buy |
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