Clarity 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 | $10.3M | Sell |
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|
2025
Q2 | $11.2M | Sell |
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|
2025
Q1 | $10.7M | Sell |
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|
2024
Q4 | $10.5M | Buy |
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|
2024
Q3 | $10M | Buy |
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|
2024
Q2 | $9.52M | Sell |
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|
2024
Q1 | $8.66M | Buy |
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|
2023
Q4 | $7.6M | Sell |
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|
2023
Q3 | $6.58M | Buy |
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|
2023
Q2 | $6.12M | Buy |
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|
2023
Q1 | $5.51M | Buy |
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|
2022
Q4 | $5M | Sell |
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|
2022
Q3 | $5.2M | Sell |
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|
2022
Q2 | $5.43M | Buy |
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|
2022
Q1 | $6.26M | Buy |
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|
2021
Q4 | $6.13M | Buy |
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|
2021
Q3 | $4.84M | Buy |
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|
2021
Q2 | $4.25M | Buy |
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|
2021
Q1 | $3.71M | Buy |
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|
2020
Q4 | $3.78M | Sell |
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|
2020
Q3 | $3.57M | Sell |
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|
2020
Q2 | $3.07M | Sell |
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|
2020
Q1 | $2.97M | Sell |
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|
2019
Q4 | $3.14M | Buy |
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