Petix & Botte Financial’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
$7.88M Buy
2025
Q1
$7.5M Hold
2024
Q4
$7.27M Buy
2024
Q3
$7.03M Sell
2024
Q2
$10.1M Buy
2024
Q1
$4.37M Sell
2023
Q4
$7.86M Buy
2023
Q3
$6.73M Sell
2023
Q2
$6.41M Buy
2023
Q1
$2.96M Buy
2022
Q3
$3.54M Buy
2022
Q2
$2.37M Sell
2022
Q1
$5.7M Buy
2021
Q4
$2.81M Sell
2021
Q3
$4.45M Buy
2021
Q2
$1.93M Buy
2021
Q1
$1.72M Hold
2020
Q4
$1.84M Buy
2020
Q3
$1.73M Sell
2020
Q2
$1.48M Buy
2020
Q1
$1.39M Buy
2019
Q4
$1.41M Buy