Clearview 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 Q4	$851K	Sell	987 -112	-10%	-$101K	0.54%	41
2025 Q3	$1.02M	Hold	1,099	–	–	0.65%	35
2025 Q2	$1.09M	Buy	1,099 +1	+0.1%	+$994	0.76%	31
2025 Q1	$1.04M	Hold	1,098	–	–	0.78%	29
2024 Q4	$1.01M	Hold	1,098	–	–	0.76%	30
2024 Q3	$973K	Buy	1,098 +1	+0.1%	+$868	0.75%	29
2024 Q2	$933K	Buy	1,097 +199	+22%	+$155K	0.81%	30
2024 Q1	$658K	Sell	898 -173	-16%	-$124K	0.67%	34
2023 Q4	$707K	Buy	1,071 +1	+0.1%	+$593	0.82%	43
2023 Q3	$604K	Sell	1,070 -55	-5%	-$30.4K	0.75%	48
2023 Q2	$606K	Sell	1,125 -60	-5%	-$30.4K	0.62%	49
2023 Q1	$589K	Sell	1,185 -85	-7%	-$41.7K	0.6%	48
2022 Q4	$580K	Sell	1,270 -19	-1%	-$9.29K	0.45%	54
2022 Q3	$609K	Sell	1,289 -140	-10%	-$72.8K	0.48%	38
2022 Q2	$685K	Buy	1,429 +1	+0.1%	+$507	0.51%	36
2022 Q1	$823K	Sell	1,428 -1,321	-48%	-$693K	0.54%	35
2021 Q4	$1.56M	Sell	2,749 -539	-16%	-$276K	0.95%	22
2021 Q3	$1.48M	Sell	3,288 -79	-2%	-$34.7K	0.94%	24
2021 Q2	$1.33M	Sell	3,367 -49	-1%	-$18.5K	0.82%	27
2021 Q1	$1.2M	Buy	3,416 +231	+7%	+$80.4K	0.78%	30
2020 Q4	$1.2M	Buy	+3,185	New	+$1.19M	0.81%	28