Fortis Capital 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 | $3.23M | Buy |
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|
2025
Q2 | $3.33M | Buy |
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|
2025
Q1 | $3.14M | Sell |
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|
2024
Q4 | $4.35M | Buy |
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|
2024
Q3 | $2.82M | Sell |
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|
2024
Q2 | $3.71M | Buy |
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|
2024
Q1 | $2.87M | Buy |
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|
2023
Q4 | $1.9M | Buy |
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|
2023
Q3 | $651K | Buy |
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|
2023
Q2 | $611K | Buy |
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|
2023
Q1 | $516K | Sell |
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|
2022
Q4 | $519K | Buy |
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