Guerra Pan 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
Q2 | $473K | Buy |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $391K | Hold |
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|
2024
Q3 | $379K | Hold |
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|
2024
Q2 | $363K | Hold |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $230K | Buy |
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|
2023
Q1 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $226K | Hold |
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|
2021
Q4 | $232K | Buy |
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