Soltis Investment 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 | $7.22M | Buy |
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|
2025
Q1 | $3.15M | Buy |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.44M | Buy |
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|
2024
Q2 | $2.09M | Buy |
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|
2024
Q1 | $1.73M | Sell |
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|
2023
Q4 | $1.67M | Sell |
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|
2023
Q3 | $1.54M | Buy |
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|
2023
Q2 | $1.28M | Sell |
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|
2023
Q1 | $1.27M | Buy |
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|
2022
Q4 | $1.15M | Sell |
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|
2022
Q3 | $1.23M | Sell |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $1.2M | Sell |
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|
2021
Q3 | $952K | Buy |
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|
2021
Q2 | $835K | Buy |
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|
2021
Q1 | $730K | Sell |
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|
2020
Q4 | $789K | Buy |
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|
2020
Q3 | $703K | Buy |
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|
2020
Q2 | $571K | Sell |
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|
2020
Q1 | $539K | Sell |
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|
2019
Q4 | $580K | Buy |
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