Octavia 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 | $1.57M | Sell |
|
|||||
|
2025
Q1 | $1.57M | Sell |
|
|||||
|
2024
Q4 | $1.64M | Sell |
|
|||||
|
2024
Q3 | $1.59M | Buy |
|
|||||
|
2024
Q2 | $1.41M | Buy |
|
|||||
|
2024
Q1 | $1.12M | Sell |
|
|||||
|
2023
Q4 | $1.29M | Buy |
|
|||||
|
2023
Q3 | $646K | Buy |
|
|||||
|
2023
Q2 | $479K | Buy |
|
|||||
|
2023
Q1 | $421K | Buy |
|
|||||
|
2022
Q4 | $367K | Sell |
|
|||||
|
2022
Q3 | $385K | Buy |
|
|||||
|
2022
Q2 | $374K | Buy |
|
|||||
|
2022
Q1 | $435K | Buy |
|
|||||
|
2021
Q4 | $334K | Sell |
|
|||||
|
2021
Q3 | $276K | Sell |
|
|||||
|
2021
Q2 | $245K | Buy |
|