LFASL
Lugano Financial Advisors SA (LFA)’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6K | Buy |
+31
| New | +$30.6K | 0.02% | 159 |
|
|
2023
Q3 | – | Sell |
-141
| Closed | -$75.9K | – | 188 |
|
|
2023
Q2 | $75.9K | Hold |
141
| – | – | 0.05% | 111 |
|
|
2023
Q1 | $70.1K | Hold |
141
| – | – | 0.05% | 80 |
|
|
2022
Q4 | $64.4K | Buy |
+141
| New | +$64.4K | 0.05% | 81 |
|
|
2022
Q1 | – | Sell |
-141
| Closed | -$80K | – | 115 |
|
|
2021
Q4 | $80K | Buy |
+141
| New | +$80K | 0.05% | 79 |
|
|
2020
Q1 | – | Sell |
-80
| Closed | -$24K | – | 126 |
|
|
2019
Q4 | $24K | Buy |
+80
| New | +$24K | 0.02% | 120 |
|
|
2019
Q2 | $21K | Hold |
80
| – | – | 0.01% | 124 |
|
|
2019
Q1 | $19K | Sell |
80
-88
| -52% | -$20.9K | 0.01% | 119 |
|
|
2018
Q4 | $39K | Hold |
168
| – | – | 0.03% | 138 |
|
|
2018
Q3 | $39K | Hold |
168
| – | – | 0.03% | 138 |
|
|
2018
Q2 | $35K | Buy |
+168
| New | +$35K | 0.03% | 108 |
|