Encompass 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
Q3 | $5.03M | Hold |
|
|||||
|
2025
Q2 | $5.38M | Buy |
|
|||||
|
2025
Q1 | $5.11M | Buy |
|
|||||
|
2024
Q4 | $4.89M | Sell |
|
|||||
|
2024
Q3 | $6.79M | Buy |
|
|||||
|
2024
Q2 | $6.51M | Buy |
|
|||||
|
2024
Q1 | $5.58M | Buy |
|
|||||
|
2023
Q4 | $5.03M | Hold |
|
|||||
|
2023
Q3 | $4.31M | Buy |
|
|||||
|
2023
Q2 | $4.04M | Sell |
|
|||||
|
2023
Q1 | $3.75M | Hold |
|
|||||
|
2022
Q4 | $3.44M | Hold |
|
|||||
|
2022
Q3 | $3.56M | Hold |
|
|||||
|
2022
Q2 | $3.62M | Hold |
|
|||||
|
2022
Q1 | $4.34M | Hold |
|
|||||
|
2021
Q4 | $4.28M | Hold |
|
|||||
|
2021
Q3 | $3.39M | Sell |
|
|||||
|
2021
Q2 | $4.57M | Hold |
|
|||||
|
2021
Q1 | $4.33M | Sell |
|
|||||
|
2020
Q4 | $4.54M | Buy |
|