Laurel Wealth Advisors (North Carolina)’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 | $1.39M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.33M | Hold |
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|
2024
Q3 | $1.28M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $978K | Buy |
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|
2023
Q4 | $810K | Hold |
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|
2023
Q3 | $694K | Sell |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $643K | Sell |
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|
2022
Q4 | $595K | Sell |
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|
2022
Q3 | $686K | Buy |
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|
2022
Q2 | $625K | Hold |
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|
2022
Q1 | $751K | Sell |
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|
2021
Q4 | $797K | Hold |
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|
2021
Q3 | $631K | Buy |
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|
2021
Q2 | $456K | Hold |
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|
2021
Q1 | $406K | Hold |
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|
2020
Q4 | $434K | Hold |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $357K | Sell |
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|
2020
Q1 | $342K | Buy |
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|
2019
Q4 | $334K | Hold |
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|
2019
Q3 | $328K | Buy |
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|
2019
Q2 | $295K | Sell |
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|
2019
Q1 | $275K | Hold |
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|
2018
Q4 | $232K | Buy |
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