Quantum Financial 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 | $643K | Sell |
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|
2025
Q2 | $795K | Sell |
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|
2025
Q1 | $917K | Sell |
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|
2024
Q4 | $1.19M | Buy |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $611K | Buy |
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|
2024
Q1 | $509K | Sell |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $480K | Hold |
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|
2023
Q2 | $457K | Hold |
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|
2023
Q1 | $422K | Hold |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $398K | Hold |
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|
2022
Q2 | $455K | Buy |
|