SOA 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
Q3 | $476K | Buy |
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|
2025
Q2 | $349K | Sell |
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|
2025
Q1 | $203K | Buy |
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|
2024
Q4 | $172K | Buy |
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|
2024
Q3 | $125K | Sell |
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|
2024
Q2 | $123K | Hold |
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|
2024
Q1 | $106K | Buy |
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|
2023
Q4 | $94.8K | Sell |
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|
2023
Q3 | $203K | Buy |
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|
2023
Q2 | $150K | Hold |
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|
2023
Q1 | $139K | Hold |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | $131K | Buy |
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|
2022
Q2 | $109K | Hold |
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|
2022
Q1 | $132K | Sell |
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|
2021
Q4 | $160K | Hold |
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|
2021
Q3 | $127K | Buy |
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|
2021
Q2 | $104K | Buy |
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|
2021
Q1 | $71K | Buy |
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|
2020
Q4 | $72K | Buy |
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