Cerro Pacific 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
Q2 | $8.09M | Sell |
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|
2025
Q1 | $7.59M | Buy |
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|
2024
Q4 | $7.24M | Sell |
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|
2024
Q3 | $7.01M | Hold |
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|
2024
Q2 | $7.01M | Buy |
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|
2023
Q1 | $3.75M | Buy |
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|
2022
Q4 | $3.3M | Sell |
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|
2022
Q3 | $3.6M | Buy |
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|
2022
Q2 | $3.46M | Buy |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | $4.03M | Sell |
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|
2021
Q3 | $3.42M | Sell |
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|
2021
Q2 | $3.06M | Buy |
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|
2020
Q4 | $3.4M | Buy |
|