Navis 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
Q2 | $371K | Buy |
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|
2025
Q1 | $349K | Hold |
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|
2024
Q4 | $338K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $314K | Hold |
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|
2024
Q1 | $271K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $213K | Hold |
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|
2021
Q4 | $210K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $139K | Buy |
|