Souders Financial 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 | $868K | Buy |
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|
2025
Q2 | $919K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.21M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.14M | Buy |
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|
2023
Q4 | $830K | Buy |
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|
2023
Q3 | $697K | Sell |
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|
2023
Q2 | $674K | Buy |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $546K | Sell |
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|
2022
Q3 | $625K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $220K | Buy |
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