Heartwood 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
Q3 | $1.31M | Sell |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1.08M | Buy |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.01M | Buy |
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|
2024
Q1 | $448K | Sell |
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|
2023
Q4 | $409K | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $336K | Sell |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $288K | Buy |
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|
2022
Q3 | $275K | Hold |
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|
2022
Q2 | $279K | Sell |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $249K | Buy |
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