Fairhaven 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $758K | Buy |
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|
2024
Q3 | $723K | Buy |
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|
2024
Q2 | $684K | Buy |
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|
2024
Q1 | $582K | Buy |
|
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|
2023
Q4 | $522K | Buy |
|
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|
2023
Q3 | $446K | Hold |
|
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|
2023
Q2 | $425K | Buy |
|
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|
2022
Q4 | $393K | Sell |
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|
2022
Q3 | $419K | Buy |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $241K | Buy |
|