CM 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 | $756K | Hold |
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|
2025
Q2 | $809K | Sell |
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|
2025
Q1 | $777K | Hold |
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|
2024
Q4 | $753K | Hold |
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|
2024
Q3 | $729K | Buy |
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|
2024
Q2 | $429K | Sell |
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|
2024
Q1 | $419K | Buy |
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|
2023
Q4 | $338K | Hold |
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|
2023
Q3 | $296K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $266K | Buy |
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|
2022
Q4 | $228K | Sell |
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|
2022
Q3 | $710M | Buy |
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|
2022
Q2 | $240K | Buy |
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