Paces Ferry 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 | $1.06M | Hold |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $982K | Sell |
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|
2024
Q3 | $953K | Buy |
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|
2024
Q2 | $826K | Buy |
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|
2024
Q1 | $676K | Sell |
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|
2023
Q4 | $611K | Buy |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $490K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $406K | Hold |
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|
2022
Q2 | $412K | Buy |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $335K | Buy |
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|
2021
Q1 | $298K | Hold |
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|
2020
Q4 | $318K | Sell |
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|
2020
Q3 | $300K | Buy |
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