Elevation Wealth Partners’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 | $1.06M | Buy |
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|
2025
Q2 | $946K | Hold |
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|
2025
Q1 | $905K | Sell |
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|
2024
Q4 | $935K | Sell |
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|
2024
Q3 | $1.03M | Hold |
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|
2024
Q2 | $985K | Sell |
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|
2024
Q1 | $875K | Sell |
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|
2023
Q4 | $888K | Buy |
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|
2023
Q3 | $206K | Hold |
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|
2023
Q2 | $196K | Sell |
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|
2023
Q1 | $231K | Buy |
|