Confluence Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.67M | Buy |
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|
2020
Q2 | $1.75M | Buy |
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|
2020
Q1 | $1.62M | Sell |
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|
2019
Q4 | $1.74M | Buy |
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|
2019
Q3 | $1.67M | Buy |
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|
2019
Q2 | $1.49M | Sell |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1.15M | Sell |
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|
2018
Q3 | $1.33M | Sell |
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|
2018
Q2 | $1.2M | Sell |
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|
2018
Q1 | $1.16M | Hold |
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|
2017
Q4 | $1.15M | Sell |
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|
2017
Q3 | $1.03M | Buy |
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|
2017
Q2 | $994K | Buy |
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|
2017
Q1 | $1M | Sell |
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|
2016
Q4 | $1.11M | Sell |
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|
2016
Q3 | $1.06M | Sell |
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|
2016
Q2 | $1.1M | Sell |
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|
2016
Q1 | $1.34M | Buy |
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|
2015
Q4 | $1.19M | Buy |
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|
2015
Q3 | $997K | Sell |
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|
2015
Q2 | $950K | Buy |
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|
2015
Q1 | $845K | Buy |
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