Cedar Mountain Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$357K Hold
361
0.07% 45
2025
Q1
$341K Sell
361
-3
-0.8% -$2.84K 0.08% 44
2024
Q4
$333K Buy
364
+38
+12% +$34.8K 0.07% 45
2024
Q3
$289K Hold
326
0.07% 51
2024
Q2
$277K Hold
326
0.07% 42
2024
Q1
$239K Hold
326
0.06% 46
2023
Q4
$215K Buy
326
+1
+0.3% +$659 0.06% 43
2023
Q3
$184K Buy
325
+28
+9% +$15.8K 0.05% 45
2023
Q2
$160K Buy
297
+6
+2% +$3.23K 0.05% 48
2023
Q1
$145K Hold
291
0.04% 50
2022
Q4
$133K Hold
291
0.04% 48
2022
Q3
$137K Hold
291
0.05% 45
2022
Q2
$139K Hold
291
0.05% 46
2022
Q1
$168K Hold
291
0.05% 47
2021
Q4
$165K Hold
291
0.05% 43
2021
Q3
$131K Hold
291
0.04% 48
2021
Q2
$115K Hold
291
0.04% 50
2021
Q1
$103K Hold
291
0.03% 51
2020
Q4
$110K Hold
291
0.04% 48
2020
Q3
$103K Hold
291
0.04% 47
2020
Q2
$88K Buy
291
+18
+7% +$5.44K 0.04% 48
2020
Q1
$78K Hold
273
0.04% 44
2019
Q4
$80K Buy
+273
New +$80K 0.03% 49