Peterson 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
Q3 | $553K | Buy |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $518K | Buy |
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|
2024
Q4 | $408K | Buy |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $345K | Hold |
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|
2024
Q1 | $297K | Sell |
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|
2023
Q4 | $402K | Sell |
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|
2023
Q3 | $345K | Sell |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $671K | Buy |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $638K | Sell |
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|
2022
Q2 | $652K | Hold |
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|
2022
Q1 | $783K | Sell |
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|
2021
Q4 | $799K | Buy |
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|
2021
Q3 | $606K | Hold |
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|
2021
Q2 | $534K | Hold |
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|
2021
Q1 | $475K | Hold |
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|
2020
Q4 | $508K | Hold |
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|
2020
Q3 | $479K | Buy |
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|
2020
Q2 | $408K | Buy |
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|
2020
Q1 | $374K | Buy |
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|
2019
Q4 | $385K | Buy |
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|
2019
Q3 | $353K | Buy |
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|
2019
Q2 | $323K | Buy |
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|
2019
Q1 | $295K | Buy |
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|
2018
Q4 | $248K | Buy |
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|
2018
Q3 | $267K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $213K | Buy |
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|
2017
Q4 | $210K | Buy |
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