Paragon Financial Partners’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.49M Sell
2025
Q2
$2.67M Hold
2025
Q1
$2.55M Hold
2024
Q4
$2.47M Sell
2024
Q3
$2.43M Hold
2024
Q2
$2.33M Hold
2024
Q1
$2.01M Hold
2023
Q4
$1.81M Sell
2023
Q3
$1.61M Hold
2023
Q2
$1.54M Hold
2023
Q1
$1.42M Buy
2022
Q4
$1.3M Hold
2022
Q3
$1.35M Hold
2022
Q2
$1.37M Hold
2022
Q1
$1.64M Hold
2021
Q4
$1.62M Buy