Fi3 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 | $650K | Sell |
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|
2025
Q2 | $805K | Buy |
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|
2025
Q1 | $721K | Buy |
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|
2024
Q4 | $647K | Sell |
|
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|
2024
Q3 | $633K | Buy |
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|
2024
Q2 | $575K | Buy |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $365K | Buy |
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|
2023
Q2 | $301K | Sell |
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|
2023
Q1 | $280K | Buy |
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|
2022
Q4 | $219K | Buy |
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|
2022
Q3 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $216K | Buy |
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