J.W. Cole Advisors’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 | $25.6M | Buy |
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|
2025
Q1 | $13.2M | Buy |
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|
2024
Q4 | $10.4M | Buy |
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|
2024
Q3 | $8.48M | Buy |
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|
2024
Q2 | $6.5M | Buy |
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|
2024
Q1 | $3.67M | Buy |
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|
2023
Q4 | $3.17M | Sell |
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|
2023
Q3 | $3.29M | Buy |
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|
2023
Q2 | $2.5M | Sell |
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|
2023
Q1 | $3.2M | Buy |
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|
2022
Q4 | $2.37M | Sell |
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|
2022
Q3 | $2.46M | Buy |
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|
2022
Q2 | $2.43M | Buy |
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|
2022
Q1 | $2.69M | Sell |
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|
2021
Q4 | $2.95M | Buy |
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|
2021
Q3 | $2.04M | Buy |
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|
2021
Q2 | $1.77M | Buy |
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|
2021
Q1 | $1.55M | Sell |
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|
2020
Q4 | $1.87M | Sell |
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|
2020
Q3 | $5.34M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $285K | Sell |
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|
2019
Q4 | $1.26M | Buy |
|