Soundmark Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $337K | Sell |
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|
2023
Q4 | $428K | Hold |
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|
2023
Q3 | $366K | Hold |
|
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|
2023
Q2 | $349K | Hold |
|
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|
2023
Q1 | $322K | Sell |
|
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $343K | Sell |
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|
2022
Q2 | $425K | Buy |
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|
2022
Q1 | $428K | Hold |
|
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|
2021
Q4 | $420K | Sell |
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|
2021
Q3 | $428K | Buy |
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|
2021
Q2 | $373K | Hold |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $352K | Buy |
|