Opes Wealth Management’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 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $210K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $511K | Buy |
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|
2021
Q4 | $502K | Hold |
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|
2021
Q3 | $397K | Sell |
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|
2021
Q2 | $370K | Hold |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $333K | Sell |
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|
2020
Q3 | $323K | Sell |
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|
2020
Q2 | $291K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $206K | Hold |
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|
2019
Q3 | $202K | Buy |
|