Journey Strategic Wealth’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 | $7.55M | Buy |
|
|||||
|
2025
Q1 | $6.48M | Buy |
|
|||||
|
2024
Q4 | $3.08M | Buy |
|
|||||
|
2024
Q3 | $2.71M | Buy |
|
|||||
|
2024
Q2 | $1.9M | Buy |
|
|||||
|
2024
Q1 | $1.39M | Buy |
|
|||||
|
2023
Q4 | $1.02M | Buy |
|
|||||
|
2023
Q3 | $681K | Buy |
|
|||||
|
2023
Q2 | $587K | Sell |
|
|||||
|
2023
Q1 | $775K | Buy |
|
|||||
|
2022
Q4 | $537K | Buy |
|
|||||
|
2022
Q3 | $466K | Buy |
|
|||||
|
2022
Q2 | $227K | Sell |
|
|||||
|
2022
Q1 | $473K | Buy |
|
|||||
|
2021
Q4 | $456K | Buy |
|