EverSource 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 | $4.92M | Sell |
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|
2025
Q2 | $5.62M | Sell |
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|
2025
Q1 | $5.72M | Sell |
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|
2024
Q4 | $9.83M | Buy |
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|
2024
Q3 | $8.84M | Buy |
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|
2024
Q2 | $8.13M | Buy |
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|
2024
Q1 | $6.93M | Buy |
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|
2023
Q4 | $5.36M | Sell |
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|
2023
Q3 | $4.65M | Buy |
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|
2023
Q2 | $4.36M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $680K | Buy |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $389K | Buy |
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