Three Bridge 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
2025
Q3
$503K Sell
2025
Q2
$929K Buy
2025
Q1
$543K Hold
2024
Q4
$526K Hold
2024
Q3
$509K Hold
2024
Q2
$488K Hold
2024
Q1
$421K Hold
2023
Q4
$387K Hold
2023
Q3
$324K Hold
2023
Q2
$309K Hold
2023
Q1
$285K Hold
2022
Q4
$262K Sell
2022
Q3
$307K Hold
2022
Q2
$312K Hold
2022
Q1
$374K Buy