Clearview Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
1,099
+1
| +0.1% | +$990 | 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% | +$886 | 0.75% | 29 |
|
|
2024
Q2 | $933K | Buy |
1,097
+199
| +22% | +$169K | 0.81% | 30 |
|
|
2024
Q1 | $658K | Sell |
898
-173
| -16% | -$127K | 0.67% | 34 |
|
|
2023
Q4 | $707K | Buy |
1,071
+1
| +0.1% | +$660 | 0.82% | 43 |
|
|
2023
Q3 | $604K | Sell |
1,070
-55
| -5% | -$31.1K | 0.75% | 48 |
|
|
2023
Q2 | $606K | Sell |
1,125
-60
| -5% | -$32.3K | 0.62% | 49 |
|
|
2023
Q1 | $589K | Sell |
1,185
-85
| -7% | -$42.2K | 0.6% | 48 |
|
|
2022
Q4 | $580K | Sell |
1,270
-19
| -1% | -$8.68K | 0.45% | 54 |
|
|
2022
Q3 | $609K | Sell |
1,289
-140
| -10% | -$66.1K | 0.48% | 38 |
|
|
2022
Q2 | $685K | Buy |
1,429
+1
| +0.1% | +$479 | 0.51% | 36 |
|
|
2022
Q1 | $823K | Sell |
1,428
-1,321
| -48% | -$761K | 0.54% | 35 |
|
|
2021
Q4 | $1.56M | Sell |
2,749
-539
| -16% | -$306K | 0.95% | 22 |
|
|
2021
Q3 | $1.48M | Sell |
3,288
-79
| -2% | -$35.5K | 0.94% | 24 |
|
|
2021
Q2 | $1.33M | Sell |
3,367
-49
| -1% | -$19.4K | 0.82% | 27 |
|
|
2021
Q1 | $1.2M | Buy |
3,416
+231
| +7% | +$81.4K | 0.78% | 30 |
|
|
2020
Q4 | $1.2M | Buy |
+3,185
| New | +$1.2M | 0.81% | 28 |
|