IAG Wealth 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
Q2 | $371K | Hold |
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|
2025
Q1 | $355K | Buy |
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|
2024
Q4 | $342K | Buy |
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|
2024
Q3 | $242K | Hold |
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|
2024
Q2 | $232K | Hold |
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|
2024
Q1 | $200K | Buy |
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|
2023
Q4 | $172K | Sell |
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|
2023
Q3 | $155K | Hold |
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|
2023
Q2 | $148K | Buy |
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|
2023
Q1 | $130K | Buy |
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|
2022
Q4 | $84.9K | Hold |
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|
2022
Q3 | $88K | Sell |
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|
2022
Q2 | $116K | Sell |
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|
2022
Q1 | $151K | Buy |
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|
2021
Q4 | $144K | Buy |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $19K | Hold |
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|
2020
Q4 | $20K | Buy |
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