Hall Private Wealth Advisors’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$9.37M Buy
16,589
+863
+5% +$488K 6.3% 6
2023
Q2
$8.47M Buy
15,726
+12,551
+395% +$6.76M 4.58% 9
2023
Q1
$1.58M Buy
3,175
+2,605
+457% +$1.29M 0.82% 30
2022
Q4
$260K Buy
+570
New +$260K 0.15% 42