CWS Financial 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 | $505K | Hold |
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|
2025
Q2 | $539K | Sell |
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|
2025
Q1 | $766K | Buy |
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|
2024
Q4 | $513K | Hold |
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|
2024
Q3 | $496K | Sell |
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|
2024
Q2 | $527K | Buy |
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|
2024
Q1 | $435K | Sell |
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|
2023
Q4 | $532K | Sell |
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|
2023
Q3 | $597K | Hold |
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|
2023
Q2 | $568K | Sell |
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|
2023
Q1 | $534K | Buy |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $386K | Hold |
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|
2022
Q2 | $391K | Sell |
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|
2022
Q1 | $506K | Sell |
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|
2021
Q4 | $501K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | $303K | Buy |
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|
2020
Q4 | $221K | Hold |
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|
2020
Q3 | $208K | Buy |
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