N.E.W. Advisory Services’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 | $334K | Sell |
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|
2025
Q2 | $386K | Sell |
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|
2025
Q1 | $490K | Buy |
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|
2024
Q4 | $354K | Sell |
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|
2024
Q3 | $383K | Buy |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $267K | Buy |
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|
2023
Q4 | $228K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $274K | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $220K | Buy |
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