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
Q4
Sell
2025
Q3
$268K Hold
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