Integris Wealth Management’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
$540K Buy
2025
Q2
$554K Sell
2025
Q1
$554K Sell
2024
Q4
$607K Buy
2024
Q3
$532K Buy
2024
Q2
$465K Sell
2024
Q1
$466K Sell
2023
Q4
$443K Buy
2023
Q3
$378K Sell
2023
Q2
$370K Sell
2023
Q1
$365K Buy
2022
Q4
$306K Buy