Founders Financial Alliance’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 | $1.39M | Buy |
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|
2025
Q1 | $1.05M | Buy |
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|
2024
Q4 | $1,000K | Sell |
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|
2024
Q3 | $1.08M | Buy |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $813K | Buy |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $560K | Sell |
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|
2023
Q2 | $572K | Buy |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $430K | Sell |
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|
2022
Q3 | $468K | Sell |
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|
2022
Q2 | $2M | Buy |
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|
2022
Q1 | $543K | Sell |
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|
2021
Q4 | $540K | Sell |
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|
2021
Q3 | $437K | Buy |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $301K | Sell |
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|
2020
Q4 | $325K | Buy |
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|
2020
Q3 | $225K | Buy |
|