Guardian Financial Partners’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
$1.61M Buy
2025
Q2
$1.7M Buy
2025
Q1
$1.58M Buy
2024
Q4
$1.5M Sell
2024
Q3
$1.88M Sell
2024
Q2
$1.86M Buy
2024
Q1
$1.45M Buy
2023
Q4
$1.12M Buy
2023
Q3
$911K Buy
2023
Q2
$847K Buy
2023
Q1
$765K Sell
2022
Q4
$862K Buy
2022
Q3
$779K Buy
2022
Q2
$541K Buy
2022
Q1
$574K Sell
2021
Q4
$943K Buy