Mountain Capital Investment 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
Q2 | $551K | Sell |
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|
2025
Q1 | $568K | Buy |
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|
2024
Q4 | $540K | Sell |
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|
2024
Q3 | $570K | Sell |
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|
2024
Q2 | $521K | Buy |
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|
2024
Q1 | $425K | Buy |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $286K | Sell |
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|
2023
Q2 | $295K | Sell |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | $247K | Hold |
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|
2022
Q2 | $259K | Sell |
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|
2022
Q1 | $309K | Buy |
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|
2021
Q4 | $255K | Buy |
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|
2021
Q3 | $213K | Sell |
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|
2021
Q2 | $304K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $67K | Buy |
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|
2017
Q2 | $49K | Buy |
|