Compass Financial Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$336K Hold
2022
Q4
$309K Hold
2022
Q3
$320K Hold
2022
Q2
$324K Buy
2022
Q1
$375K Hold
2021
Q4
$370K Buy