Sage Mountain 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
$3.15M Buy
2025
Q1
$2.57M Sell
2024
Q4
$2.61M Buy
2024
Q3
$2.36M Buy
2024
Q2
$2.25M Buy
2024
Q1
$1.49M Buy
2023
Q4
$1.16M Sell
2023
Q3
$1.26M Buy
2023
Q2
$1.03M Buy
2023
Q1
$714K Buy
2022
Q4
$482K Buy
2022
Q3
$443K Buy
2022
Q2
$371K Buy
2022
Q1
$384K Buy
2021
Q4
$349K Sell
2021
Q3
$324K Buy
2021
Q2
$277K Sell
2021
Q1
$250K Buy