Confluence Wealth Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6M | Sell |
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|
2025
Q1 | $5.92M | Buy |
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|
2024
Q4 | $4.38M | Buy |
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|
2024
Q3 | $4M | Buy |
|
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|
2024
Q2 | $3.73M | Buy |
|
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|
2024
Q1 | $3.14M | Buy |
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|
2023
Q4 | $2.68M | Buy |
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|
2023
Q3 | $2.17M | Buy |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.57M | Buy |
|
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $1.15M | Sell |
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|
2022
Q2 | $1.71M | Buy |
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|
2022
Q1 | $1.81M | Hold |
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|
2021
Q4 | $1.79M | Buy |
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