Cottonwood Capital 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 | $250K | Sell |
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|
2025
Q2 | $441K | Hold |
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|
2025
Q1 | $421K | Sell |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $343K | Sell |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $318K | Buy |
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|
2023
Q3 | $251K | Sell |
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|
2023
Q2 | $288K | Sell |
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|
2023
Q1 | $272K | Buy |
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|
2022
Q4 | $248K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $210K | Sell |
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|
2022
Q1 | $256K | Buy |
|