Phoenix 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 | $1.14M | Hold |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.17M | Buy |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.12M | Sell |
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|
2024
Q1 | $966K | Buy |
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|
2023
Q4 | $800K | Buy |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $671K | Buy |
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|
2023
Q1 | $595K | Buy |
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|
2022
Q4 | $538K | Sell |
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|
2022
Q3 | $629K | Buy |
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|
2022
Q2 | $607K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $663K | Buy |
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|
2021
Q3 | $518K | Hold |
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|
2021
Q2 | $459K | Hold |
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|
2021
Q1 | $409K | Hold |
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|
2020
Q4 | $434K | Buy |
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