Pacific Wealth Strategies Group’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
$272K Buy
2025
Q1
Sell
2024
Q4
$267K Hold
2024
Q3
$258K Hold
2024
Q2
$247K Sell
2024
Q1
$214K Buy
2022
Q2
Sell
2022
Q1
$1.24M Buy
2021
Q4
$1.2M Buy
2021
Q3
$901K Buy
2021
Q2
$741K Buy
2021
Q1
$640K Buy
2020
Q4
$370K Buy
2020
Q3
$329K Buy
2017
Q2
Sell
2017
Q1
$1.45M Sell
2016
Q4
$1.61M Buy