CSIA
Charles Schwab Investment Advisory’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-352
| Closed | -$258K | – | 12 |
|
|
2024
Q1 | $258K | Hold |
352
| – | – | ﹤0.01% | 99 |
|
|
2023
Q4 | $232K | Buy |
+352
| New | +$232K | ﹤0.01% | 101 |
|
|
2019
Q4 | – | Sell |
-895
| Closed | -$258K | – | 177 |
|
|
2019
Q3 | $258K | Buy |
+895
| New | +$258K | ﹤0.01% | 173 |
|