Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.35M | Sell |
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|
2023
Q2 | $1.71M | Sell |
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|
2023
Q1 | $1.59M | Buy |
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|
2022
Q4 | $1.39M | Buy |
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|
2022
Q3 | $1.42M | Buy |
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|
2022
Q2 | $1.42M | Sell |
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|
2022
Q1 | $1.73M | Sell |
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|
2021
Q4 | $1.78M | Sell |
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|
2021
Q3 | $2.95M | Buy |
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|
2021
Q2 | $2.59M | Buy |
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|
2021
Q1 | $2.44M | Buy |
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|
2020
Q4 | $1.15M | Buy |
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|
2020
Q3 | $1.08M | Sell |
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|
2020
Q2 | $943K | Buy |
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|
2020
Q1 | $855K | Buy |
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|
2019
Q4 | $875K | Hold |
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|
2019
Q3 | $858K | Buy |
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|
2019
Q2 | $766K | Sell |
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|
2019
Q1 | $716K | Buy |
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|
2018
Q4 | $431K | Hold |
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|
2018
Q3 | $497K | Buy |
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|
2018
Q2 | $301K | Hold |
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|
2018
Q1 | $271K | Hold |
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|
2017
Q4 | $268K | Sell |
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|
2017
Q3 | $249K | Sell |
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|
2017
Q2 | $317K | Buy |
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|
2017
Q1 | $327K | Sell |
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|
2016
Q4 | $360K | Sell |
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|
2016
Q3 | $390K | Buy |
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|
2016
Q2 | $290K | Buy |
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|
2016
Q1 | $212K | Sell |
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|
2015
Q4 | $270K | Buy |
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|
2015
Q3 | $171K | Hold |
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|
2015
Q2 | $159K | Buy |
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|
2015
Q1 | $88K | Buy |
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