Core 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
Q2 | $452K | Buy |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $26.4K | Hold |
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|
2023
Q4 | $23.8K | Buy |
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|
2023
Q3 | $11.3K | Sell |
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|
2023
Q2 | $305K | Hold |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $254K | Buy |
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|
2022
Q3 | $232K | Buy |
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|
2022
Q2 | $210K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $9K | Sell |
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|
2020
Q3 | $11K | Buy |
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