New Insight 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
$330K Sell
2025
Q1
$319K Buy
2024
Q4
$272K Sell
2024
Q3
$264K Buy
2024
Q2
$241K Buy
2024
Q1
$203K Buy