Peak Financial 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
Q3 | $5.43M | Buy |
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|
2025
Q2 | $5.44M | Buy |
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|
2025
Q1 | $3.28M | Sell |
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|
2024
Q4 | $3.19M | Sell |
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|
2024
Q3 | $3.13M | Sell |
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|
2024
Q2 | $3.01M | Sell |
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|
2024
Q1 | $2.66M | Sell |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $2.24M | Sell |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $1.75M | Buy |
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|
2022
Q4 | $1.59M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $1.76M | Buy |
|