TFO Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $68.9K | Sell |
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|
2023
Q4 | $62.7K | Sell |
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|
2023
Q3 | $71.1K | Buy |
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|
2023
Q2 | $70.5K | Buy |
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|
2023
Q1 | $46.7K | Buy |
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|
2022
Q4 | $4.88K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $8K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $267K | Buy |
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|
2020
Q2 | $224K | Hold |
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|
2020
Q1 | $210K | Sell |
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|
2019
Q4 | $235K | Buy |
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