Sutton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $236K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $326K | Buy |
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|
2022
Q1 | $361K | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $273K | Buy |
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|
2021
Q2 | $239K | Buy |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $219K | Buy |
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|
2020
Q3 | $203K | Hold |
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|
2020
Q2 | $173K | Sell |
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|
2020
Q1 | $177K | Buy |
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|
2019
Q4 | $180K | Hold |
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|
2019
Q3 | $177K | Hold |
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|
2019
Q2 | $162K | Buy |
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|
2019
Q1 | $147K | Buy |
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|
2018
Q4 | $123K | Buy |
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|
2018
Q3 | $129K | Sell |
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|
2018
Q2 | $132K | Hold |
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|
2018
Q1 | $119K | Hold |
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|
2017
Q4 | $118K | Hold |
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|
2017
Q3 | $104K | Hold |
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|
2017
Q2 | $101K | Hold |
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|
2017
Q1 | $106K | Hold |
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|
2016
Q4 | $101K | Hold |
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|
2016
Q3 | $96.5K | Buy |
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|
2016
Q2 | $97.8K | Buy |
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|
2016
Q1 | $95K | Buy |
|