Genesis Wealth 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
$222K Hold
2025
Q2
$238K Hold
2025
Q1
$227K Hold
2024
Q4
$220K Buy
2015
Q2
$12.8K Buy
2015
Q1
$7.81K Hold
2014
Q4
$7.67K Buy