PCG 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 | $520K | Hold |
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|
2025
Q1 | $497K | Buy |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $390K | Hold |
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|
2024
Q2 | $374K | Hold |
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|
2024
Q1 | $322K | Hold |
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|
2023
Q4 | $290K | Hold |
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|
2023
Q3 | $249K | Hold |
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|
2023
Q2 | $237K | Hold |
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|
2023
Q1 | $219K | Hold |
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|
2022
Q4 | $201K | Sell |
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|
2022
Q3 | $412K | Buy |
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|
2022
Q2 | $209K | Hold |
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|
2022
Q1 | $251K | Buy |
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