SIA
Spectrum Investment Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $241K | Hold |
243
| – | – | 0.14% | 24 |
|
|
2025
Q1 | $230K | Sell |
243
-30
| -11% | -$28.3K | 0.15% | 23 |
|
|
2024
Q4 | $250K | Buy |
273
+37
| +16% | +$33.9K | 0.17% | 23 |
|
|
2024
Q3 | $209K | Hold |
236
| – | – | 0.14% | 25 |
|
|
2024
Q2 | $201K | Sell |
236
-52
| -18% | -$44.2K | 0.15% | 25 |
|
|
2024
Q1 | $211K | Buy |
+288
| New | +$211K | 0.16% | 33 |
|