Spectrum Wealth Advisory 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
$484K Hold
2025
Q1
$462K Buy
2024
Q4
$448K Buy
2024
Q3
$423K Sell
2024
Q2
$577K Buy
2024
Q1
$351K Buy
2023
Q4
$314K Hold
2023
Q3
$269K Buy
2023
Q2
$256K Sell
2023
Q1
$243K Hold
2022
Q4
$223K Buy
2022
Q3
$231K Hold
2022
Q2
$234K Sell
2022
Q1
$339K Hold
2021
Q4
$334K Sell
2021
Q3
$277K Hold
2021
Q2
$244K Buy
2021
Q1
Sell
2020
Q4
$215K Sell
2020
Q3
$404K Buy