Curi 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
2023
Q3
Sell
2023
Q2
$245K Hold
2023
Q1
$226K Sell
2022
Q4
$356K Buy
2022
Q3
$326K Buy
2022
Q2
$151K Buy
2022
Q1
$178K Buy
2021
Q4
$63K Buy
2021
Q1
Sell
2020
Q4
$3K Buy