Roberts 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
Q2 | $5.56M | Sell |
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|
2025
Q1 | $5.38M | Sell |
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|
2024
Q4 | $5.3M | Sell |
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|
2024
Q3 | $5.18M | Buy |
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|
2024
Q2 | $5.14M | Buy |
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|
2024
Q1 | $4.12M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $3.31M | Buy |
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|
2023
Q2 | $3.11M | Sell |
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|
2023
Q1 | $3.01M | Buy |
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|
2022
Q4 | $2.68M | Buy |
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|
2022
Q3 | $2.84M | Buy |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $3.3M | Buy |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $2.58M | Buy |
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