Lineweaver Wealth 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 | $1.87M | Buy |
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|
2025
Q2 | $1.94M | Buy |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.65M | Sell |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.56M | Sell |
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|
2024
Q1 | $1.37M | Sell |
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|
2023
Q4 | $1.32M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.19M | Buy |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $998K | Buy |
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|
2022
Q3 | $705K | Buy |
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|
2022
Q2 | $708K | Buy |
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|
2022
Q1 | $840K | Buy |
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|
2021
Q4 | $798K | Sell |
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|
2021
Q3 | $644K | Buy |
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|
2021
Q2 | $544K | Buy |
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|
2021
Q1 | $470K | Buy |
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|
2020
Q4 | $418K | Sell |
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|
2020
Q3 | $415K | Buy |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | $289K | Buy |
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