Strata Wealth 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
Q2
$598K Buy
2025
Q1
$499K Sell
2024
Q4
$550K Buy
2024
Q3
$508K Buy
2024
Q2
$454K Sell
2024
Q1
$436K Sell
2023
Q4
$800K Buy
2023
Q3
$678K Buy
2023
Q1
$2.64M Sell
2022
Q4
$2.48M Buy