GoalVest Advisory’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 | $365K | Hold |
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|
2025
Q2 | $390K | Buy |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $203K | Hold |
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|
2024
Q2 | $195K | Sell |
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|
2024
Q1 | $261K | Buy |
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|
2023
Q4 | $204K | Buy |
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|
2023
Q3 | $110K | Buy |
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|
2023
Q2 | $96.4K | Sell |
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|
2023
Q1 | $282K | Sell |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $1.06M | Buy |
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|
2022
Q1 | $1.24M | Buy |
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|
2021
Q2 | $922K | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $673K | Buy |
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