Foundations Investment 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
Q2 | $15.7M | Buy |
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|
2025
Q1 | $13.4M | Sell |
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|
2024
Q4 | $15.1M | Buy |
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|
2024
Q3 | $13M | Buy |
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|
2024
Q2 | $4.4M | Buy |
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|
2024
Q1 | $3.07M | Buy |
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|
2023
Q4 | $2.75M | Buy |
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|
2023
Q3 | $1.65M | Buy |
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|
2023
Q2 | $1.28M | Buy |
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|
2023
Q1 | $972K | Buy |
|
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|
2022
Q4 | $564K | Buy |
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|
2022
Q3 | $411K | Sell |
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|
2022
Q2 | $439K | Buy |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $813K | Buy |
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