Sound View Wealth Advisors Group’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 | $5.59M | Sell |
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|
2025
Q1 | $5.56M | Sell |
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|
2024
Q4 | $5.49M | Sell |
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|
2024
Q3 | $5.41M | Buy |
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|
2024
Q2 | $4.43M | Sell |
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|
2024
Q1 | $3.88M | Sell |
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|
2023
Q4 | $3.7M | Buy |
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|
2023
Q3 | $3.07M | Buy |
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|
2023
Q2 | $2.71M | Buy |
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|
2023
Q1 | $2.45M | Sell |
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|
2022
Q4 | $3.7M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.38M | Buy |
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|
2021
Q3 | $1M | Buy |
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|
2021
Q2 | $793K | Buy |
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|
2021
Q1 | $648K | Buy |
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|
2020
Q4 | $634K | Sell |
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|
2020
Q3 | $610K | Buy |
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|
2020
Q2 | $409K | Buy |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $234K | Sell |
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|
2019
Q3 | $231K | Buy |
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|
2019
Q2 | $201K | Buy |
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