Invenio 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
Q4 | $489K | Sell |
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|
2025
Q3 | $579K | Sell |
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|
2025
Q2 | $738K | Sell |
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|
2025
Q1 | $755K | Buy |
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|
2024
Q4 | $531K | Buy |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $450K | Sell |
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|
2024
Q1 | $408K | Buy |
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|
2023
Q4 | $337K | Sell |
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|
2023
Q3 | $294K | Buy |
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|
2023
Q2 | $257K | Buy |
|