Regent Peak 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 | $1.83M | Buy |
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|
2025
Q1 | $1.75M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.51M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.1M | Buy |
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|
2023
Q3 | $905K | Buy |
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|
2023
Q2 | $860K | Buy |
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|
2023
Q1 | $781K | Sell |
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|
2022
Q4 | $752K | Buy |
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|
2022
Q3 | $775K | Buy |
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|
2022
Q2 | $748K | Buy |
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|
2022
Q1 | $874K | Buy |
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|
2021
Q4 | $845K | Buy |
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|
2021
Q3 | $645K | Buy |
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|
2021
Q2 | $610K | Buy |
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|
2021
Q1 | $473K | Sell |
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|
2020
Q4 | $534K | Buy |
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|
2020
Q3 | $406K | Buy |
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|
2020
Q2 | $295K | Buy |
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|
2020
Q1 | $235K | Sell |
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|
2019
Q4 | $261K | Buy |
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