Triad Financial 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
$605K Buy
2023
Q2
$555K Sell
2023
Q1
$538K Sell
2022
Q4
$951K Buy
2022
Q3
$980K Buy
2022
Q2
$989K Sell
2022
Q1
$1.25M Sell
2021
Q4
$1.29M Buy