High Net Worth Advisory Group’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 | $2.97M | Hold |
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|
2025
Q2 | $3.18M | Hold |
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|
2025
Q1 | $3.04M | Hold |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.84M | Buy |
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|
2024
Q2 | $2.72M | Buy |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $2.06M | Buy |
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|
2023
Q3 | $1.76M | Sell |
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|
2023
Q2 | $1.68M | Buy |
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|
2023
Q1 | $1.5M | Buy |
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|
2022
Q4 | $1.13M | Buy |
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|
2022
Q3 | $1.16M | Hold |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.41M | Hold |
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|
2021
Q4 | $1.39M | Buy |
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