Surevest’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $284K | Sell |
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|
2022
Q2 | $330K | Buy |
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|
2022
Q1 | $338K | Hold |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $284K | Buy |
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|
2021
Q2 | $249K | Buy |
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|
2021
Q1 | $222K | Sell |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $275K | Sell |
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|
2020
Q2 | $279K | Sell |
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|
2020
Q1 | $408K | Sell |
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|
2019
Q4 | $456K | Sell |
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|
2019
Q3 | $492K | Buy |
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|
2019
Q2 | $450K | Buy |
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|
2019
Q1 | $381K | Sell |
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|
2018
Q4 | $362K | Buy |
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