Smith Salley Wealth Management’s Costco COST Stock Holding History

Smith Salley Wealth Management’s Portfolio COST Stock Details COST Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$308K	Sell
2025 Q2	$388K	Sell
2025 Q1	$417K	Sell
2024 Q4	$465K	Sell
2024 Q3	$587K	Buy
2024 Q2	$503K	Sell
2024 Q1	$440K	Sell
2023 Q4	$2.64M	Sell
2023 Q3	$2.45M	Buy
2023 Q2	$2.18M	Sell
2023 Q1	$2.04M	Sell
2022 Q4	$1.9M	Buy
2022 Q3	$1.82M	Buy
2022 Q2	$1.84M	Buy
2022 Q1	$2.17M	Sell
2021 Q4	$2.19M	Buy
2021 Q3	$1.73M	Hold
2021 Q2	$1.52M	Sell
2021 Q1	$1.36M	Sell
2020 Q4	$1.78M	Sell
2020 Q3	$1.7M	Sell
2020 Q2	$1.46M	Sell
2020 Q1	$1.41M	Sell
2019 Q4	$1.45M	Buy
2019 Q3	$1.42M	Sell
2019 Q2	$1.31M	Sell
2019 Q1	$1.23M	Sell
2018 Q4	$1.06M	Sell
2018 Q3	$1.24M	Sell
2018 Q2	$1.11M	Sell
2018 Q1	$1.04M	Sell
2017 Q4	$1.09M	Sell
2017 Q3	$1.04M	Sell
2017 Q2	$1.07M	Sell
2017 Q1	$1.25M	Sell
2016 Q4	$1.32M	Sell
2016 Q3	$1.29M	Sell
2016 Q2	$1.53M	Sell
2016 Q1	$1.65M	Sell
2015 Q4	$2M	Sell
2015 Q3	$1.81M	Sell
2015 Q2	$1.78M	Sell
2015 Q1	$2.08M	Sell
2014 Q4	$2.26M	Sell
2014 Q3	$2.5M	Sell
2014 Q2	$2.94M	Buy