Physician Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
1,953
+127
| +7% | +$126K | 0.3% | 50 |
|
|
2025
Q1 | $1.73M | Buy |
1,826
+16
| +0.9% | +$15.1K | 0.3% | 50 |
|
|
2024
Q4 | $1.66M | Buy |
1,810
+1
| +0.1% | +$916 | 0.28% | 54 |
|
|
2024
Q3 | $1.62M | Sell |
1,809
-7
| -0.4% | -$6.26K | 0.29% | 51 |
|
|
2024
Q2 | $1.54M | Buy |
1,816
+7
| +0.4% | +$5.96K | 0.28% | 52 |
|
|
2024
Q1 | $1.3M | Buy |
1,809
+44
| +2% | +$31.5K | 0.27% | 55 |
|
|
2023
Q4 | $1.22M | Buy |
1,765
+6
| +0.3% | +$4.15K | 0.27% | 53 |
|
|
2023
Q3 | $983K | Buy |
1,759
+69
| +4% | +$38.6K | 0.25% | 57 |
|
|
2023
Q2 | $914K | Buy |
1,690
+7
| +0.4% | +$3.79K | 0.23% | 55 |
|
|
2023
Q1 | $835K | Buy |
1,683
+2
| +0.1% | +$992 | 0.22% | 54 |
|
|
2022
Q4 | $827K | Buy |
1,681
+10
| +0.6% | +$4.92K | 0.22% | 52 |
|
|
2022
Q3 | $803K | Buy |
1,671
+10
| +0.6% | +$4.81K | 0.25% | 55 |
|
|
2022
Q2 | $908K | Sell |
1,661
-25
| -1% | -$13.7K | 0.26% | 56 |
|
|
2022
Q1 | $918K | Buy |
1,686
+45
| +3% | +$24.5K | 0.24% | 56 |
|
|
2021
Q4 | $880K | Buy |
1,641
+70
| +4% | +$37.5K | 0.23% | 60 |
|
|
2021
Q3 | $711K | Buy |
1,571
+78
| +5% | +$35.3K | 0.2% | 68 |
|
|
2021
Q2 | $624K | Buy |
1,493
+8
| +0.5% | +$3.34K | 0.18% | 72 |
|
|
2021
Q1 | $536K | Hold |
1,485
| – | – | 0.17% | 77 |
|
|
2020
Q4 | $530K | Buy |
1,485
+27
| +2% | +$9.64K | 0.18% | 74 |
|
|
2020
Q3 | $531K | Hold |
1,458
| – | – | 0.21% | 65 |
|
|
2020
Q2 | $496K | Sell |
1,458
-15
| -1% | -$5.1K | 0.2% | 70 |
|
|
2020
Q1 | $456K | Buy |
1,473
+176
| +14% | +$54.5K | 0.23% | 62 |
|
|
2019
Q4 | $389K | Buy |
+1,297
| New | +$389K | 0.17% | 70 |
|