PFG Private Wealth Management’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 | $275K | Buy |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $242K | Buy |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $220K | Buy |
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|
2024
Q1 | $188K | Sell |
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|
2023
Q4 | $172K | Buy |
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|
2023
Q3 | $33.9K | Sell |
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|
2023
Q2 | $98K | Buy |
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|
2023
Q1 | $89.9K | Buy |
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|
2022
Q4 | $79K | Sell |
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|
2022
Q3 | $85K | Buy |
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|
2022
Q2 | $84K | Buy |
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|
2022
Q1 | $101K | Buy |
|