GGM 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
Q1 | $944K | Sell |
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|
2024
Q4 | $886K | Sell |
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|
2024
Q3 | $1.49M | Buy |
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|
2024
Q2 | $1.4M | Sell |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $2.29M | Buy |
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|
2023
Q3 | $1.77M | Hold |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.54M | Buy |
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|
2022
Q3 | $1.58M | Hold |
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|
2022
Q2 | $1.55M | Sell |
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|
2022
Q1 | $1.88M | Buy |
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|
2021
Q4 | $457K | Buy |
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|
2021
Q3 | $414K | Buy |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $294K | Buy |
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|
2020
Q4 | $285K | Buy |
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