Safeguard Investment Advisory Group’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 | $1.71M | Sell |
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|
2025
Q1 | $1.76M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.17M | Buy |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $934K | Buy |
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|
2023
Q3 | $517K | Sell |
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|
2023
Q2 | $494K | Sell |
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|
2023
Q1 | $467K | Sell |
|
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|
2022
Q4 | $1.06M | Buy |
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|
2022
Q3 | $448K | Buy |
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|
2022
Q2 | $536K | Hold |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q4 | $460K | Sell |
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|
2021
Q3 | $480K | Buy |
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|
2021
Q2 | $423K | Sell |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $515K | Buy |
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