Lowe Wealth Advisors’s Costco COST Stock Holding History

Lowe Wealth Advisors’s Portfolio COST Stock Details COST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$63.4K	Hold	64	–	–	0.02%	122
2025 Q1	$60.5K	Sell	64 -24	-27%	-$22.7K	0.03%	121
2024 Q4	$80.6K	Buy	88 +7	+9%	+$6.41K	0.03%	100
2024 Q3	$71.8K	Hold	81	–	–	0.03%	102
2024 Q2	$68.8K	Hold	81	–	–	0.03%	100
2024 Q1	$59.3K	Sell	81 -28	-26%	-$20.5K	0.03%	102
2023 Q4	$71.9K	Sell	109 -20	-16%	-$13.2K	0.04%	91
2023 Q3	$72.9K	Hold	129	–	–	0.04%	84
2023 Q2	$69.5K	Sell	129 -18	-12%	-$9.69K	0.04%	95
2023 Q1	$73K	Sell	147 -5	-3%	-$2.48K	0.04%	84
2022 Q4	$69.4K	Hold	152	–	–	0.04%	86
2022 Q3	$72K	Sell	152 -25	-14%	-$11.8K	0.04%	80
2022 Q2	$85K	Buy	177 +30	+20%	+$14.4K	0.05%	70
2022 Q1	$85K	Sell	147 -22	-13%	-$12.7K	0.04%	78
2021 Q4	$96K	Hold	169	–	–	0.04%	71
2021 Q3	$76K	Hold	169	–	–	0.04%	73
2021 Q2	$67K	Hold	169	–	–	0.03%	76
2021 Q1	$60K	Hold	169	–	–	0.03%	75
2020 Q4	$64K	Hold	169	–	–	0.03%	69
2020 Q3	$60K	Buy	169 +104	+160%	+$36.9K	0.03%	64
2020 Q2	$20K	Buy	65 +15	+30%	+$4.62K	0.01%	109
2020 Q1	$14K	Hold	50	–	–	0.01%	124
2019 Q4	$15K	Sell	50 -50	-50%	-$15K	0.01%	131
2019 Q3	$29K	Hold	100	–	–	0.02%	88
2019 Q2	$26K	Hold	100	–	–	0.02%	100
2019 Q1	$24K	Hold	100	–	–	0.01%	100
2018 Q4	$20K	Hold	100	–	–	0.01%	104
2018 Q3	$23K	Hold	100	–	–	0.01%	105
2018 Q2	$21K	Hold	100	–	–	0.01%	108
2018 Q1	$19K	Hold	100	–	–	0.01%	113
2017 Q4	$19K	Hold	100	–	–	0.01%	119
2017 Q3	$16K	Hold	100	–	–	0.01%	121
2017 Q2	$16K	Hold	100	–	–	0.01%	107
2017 Q1	$17K	Hold	100	–	–	0.01%	106
2016 Q4	$16K	Sell	100 -150	-60%	-$24K	0.01%	109
2016 Q3	$38K	Buy	250 +150	+150%	+$22.8K	0.03%	65
2016 Q2	$16K	Hold	100	–	–	0.01%	110
2016 Q1	$16K	Hold	100	–	–	0.01%	105
2015 Q4	$16K	Hold	100	–	–	0.01%	101
2015 Q3	$14K	Hold	100	–	–	0.01%	103
2015 Q2	$14K	Hold	100	–	–	0.01%	119
2015 Q1	$15K	Hold	100	–	–	0.01%	115
2014 Q4	$14K	Buy	+100	New	+$14K	0.01%	114