Traverso Chambers Private Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $956K | Buy |
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|
2023
Q3 | $766K | Buy |
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|
2023
Q2 | $724K | Buy |
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|
2023
Q1 | $634K | Buy |
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|
2022
Q4 | $572K | Sell |
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|
2022
Q3 | $592K | Hold |
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|
2022
Q2 | $601K | Buy |
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|
2022
Q1 | $636K | Buy |
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|
2021
Q4 | $626K | Hold |
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|
2021
Q3 | $495K | Hold |
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|
2021
Q2 | $436K | Hold |
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|
2021
Q1 | $388K | Hold |
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|
2020
Q4 | $415K | Sell |
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|
2020
Q3 | $395K | Hold |
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|
2020
Q2 | $337K | Hold |
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|
2020
Q1 | $317K | Sell |
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|
2019
Q4 | $335K | Sell |
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|
2019
Q3 | $330K | Hold |
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|
2019
Q2 | $304K | Hold |
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|
2019
Q1 | $278K | Hold |
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|
2018
Q4 | $234K | Buy |
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