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
Q3 | $1.02M | Hold |
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|
2025
Q2 | $1.09M | Buy |
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|
2025
Q1 | $1.04M | Hold |
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|
2024
Q4 | $1.01M | Hold |
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|
2024
Q3 | $973K | Buy |
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|
2024
Q2 | $933K | Buy |
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|
2024
Q1 | $658K | Sell |
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|
2023
Q4 | $707K | Buy |
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|
2023
Q3 | $604K | Sell |
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|
2023
Q2 | $606K | Sell |
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|
2023
Q1 | $589K | Sell |
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|
2022
Q4 | $580K | Sell |
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|
2022
Q3 | $609K | Sell |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $823K | Sell |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.48M | Sell |
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|
2021
Q2 | $1.33M | Sell |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $1.2M | Buy |
|