Polaris Wealth Advisory Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $16.6M | Sell |
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|
2023
Q2 | $16.3M | Sell |
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|
2023
Q1 | $15.6M | Buy |
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|
2022
Q4 | $14.6M | Buy |
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|
2022
Q3 | $984K | Sell |
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|
2022
Q2 | $1.07M | Sell |
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|
2022
Q1 | $41M | Buy |
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|
2021
Q4 | $11.7M | Sell |
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|
2021
Q3 | $10.5M | Sell |
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|
2021
Q2 | $9.17M | Buy |
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|
2021
Q1 | $7.95M | Buy |
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|
2020
Q4 | $502K | Buy |
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|
2020
Q3 | $422K | Sell |
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|
2020
Q2 | $382K | Sell |
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|
2020
Q1 | $10.1M | Sell |
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|
2019
Q4 | $11.3M | Sell |
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|
2019
Q3 | $11.5M | Buy |
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|
2019
Q2 | $215K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $357K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $309K | Buy |
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|
2017
Q4 | $277K | Buy |
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|
2017
Q3 | $233K | Sell |
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|
2017
Q2 | $235K | Buy |
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|
2017
Q1 | $237K | Sell |
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|
2016
Q4 | $231K | Buy |
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