SFMG 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 | $3.28M | Sell |
|
|||||
|
2025
Q1 | $3.19M | Sell |
|
|||||
|
2024
Q4 | $3.09M | Sell |
|
|||||
|
2024
Q3 | $3.02M | Buy |
|
|||||
|
2024
Q2 | $2.9M | Sell |
|
|||||
|
2024
Q1 | $2.54M | Sell |
|
|||||
|
2023
Q4 | $2.3M | Buy |
|
|||||
|
2023
Q3 | $1.91M | Sell |
|
|||||
|
2023
Q2 | $1.83M | Sell |
|
|||||
|
2023
Q1 | $1.69M | Buy |
|
|||||
|
2022
Q4 | $1.52M | Sell |
|
|||||
|
2022
Q3 | $1.58M | Buy |
|
|||||
|
2022
Q2 | $1.6M | Buy |
|
|||||
|
2022
Q1 | $1.82M | Sell |
|
|||||
|
2021
Q4 | $1.9M | Buy |
|
|||||
|
2021
Q3 | $1.5M | Buy |
|
|||||
|
2021
Q2 | $1.14M | Buy |
|
|||||
|
2021
Q1 | $1M | Buy |
|
|||||
|
2020
Q4 | $1.03M | Buy |
|
|||||
|
2020
Q3 | $906K | Sell |
|
|||||
|
2020
Q2 | $784K | Buy |
|
|||||
|
2020
Q1 | $734K | Buy |
|
|||||
|
2019
Q4 | $716K | Hold |
|
|||||
|
2019
Q3 | $701K | Sell |
|
|||||
|
2019
Q2 | $686K | Buy |
|
|||||
|
2019
Q1 | $590K | Buy |
|
|||||
|
2018
Q4 | $496K | Buy |
|