Intercontinental 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $373K | Buy |
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|
2023
Q1 | $343K | Sell |
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|
2022
Q4 | $316K | Buy |
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|
2022
Q3 | $321K | Buy |
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|
2022
Q2 | $262K | Buy |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $234K | Sell |
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|
2021
Q2 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $111K | Sell |
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|
2019
Q3 | $123K | Hold |
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|
2019
Q2 | $113K | Sell |
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|
2019
Q1 | $216K | Buy |
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|
2018
Q4 | $172K | Buy |
|