Surience Private Wealth’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $218K | Sell |
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|
2025
Q2 | $1.19M | Hold |
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|
2025
Q1 | $1.13M | Hold |
|
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|
2024
Q4 | $1.1M | Sell |
|
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|
2024
Q3 | $1.37M | Hold |
|
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|
2024
Q2 | $1.32M | Hold |
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|
2024
Q1 | $1.14M | Sell |
|
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|
2023
Q4 | $3.93M | Sell |
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|
2023
Q3 | $3.78M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.43M | Buy |
|