Lifeworks 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
Q3 | $760K | Sell |
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|
2025
Q2 | $816K | Sell |
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|
2025
Q1 | $865K | Buy |
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|
2024
Q4 | $820K | Buy |
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|
2024
Q3 | $784K | Hold |
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|
2024
Q2 | $751K | Sell |
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|
2024
Q1 | $697K | Sell |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $595K | Buy |
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|
2023
Q1 | $512K | Buy |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $457K | Sell |
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|
2022
Q2 | $735K | Buy |
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|
2022
Q1 | $758K | Sell |
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|
2021
Q4 | $1.06M | Buy |
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