Strategic Family Wealth Counselors’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
$833K Buy
2025
Q1
$670K Buy
2024
Q4
$648K Buy
2024
Q3
$512K Buy
2024
Q2
$477K Sell
2024
Q1
$412K Sell
2023
Q4
$372K Hold
2023
Q3
$319K Hold
2023
Q2
$304K Hold
2023
Q1
$280K Buy