Rise 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 | $726K | Buy |
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|
2025
Q2 | $775K | Buy |
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|
2025
Q1 | $739K | Buy |
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|
2024
Q4 | $680K | Sell |
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|
2024
Q3 | $673K | Buy |
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|
2024
Q2 | $638K | Buy |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $348K | Buy |
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|
2023
Q3 | $298K | Hold |
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|
2023
Q2 | $284K | Sell |
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|
2023
Q1 | $270K | Buy |
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|
2022
Q4 | $246K | Buy |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $156K | Buy |
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|
2022
Q1 | $124K | Buy |
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|
2021
Q4 | $76.6K | Buy |
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