Resurgent 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
Q2 | $1.35M | Buy |
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|
2025
Q1 | $1.26M | Hold |
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|
2024
Q4 | $1.22M | Buy |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1M | Buy |
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|
2023
Q4 | $896K | Buy |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $723K | Sell |
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|
2023
Q1 | $687K | Sell |
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|
2022
Q4 | $721K | Buy |
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|
2022
Q3 | $709K | Sell |
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|
2022
Q2 | $723K | Buy |
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|
2022
Q1 | $323K | Buy |
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|
2021
Q4 | $221K | Buy |
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