Triad Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $605K | Buy |
1,070
+40
| +4% | +$22.6K | 0.21% | 45 |
|
|
2023
Q2 | $555K | Sell |
1,030
-53
| -5% | -$28.5K | 0.23% | 46 |
|
|
2023
Q1 | $538K | Sell |
1,083
-1,001
| -48% | -$497K | 0.23% | 45 |
|
|
2022
Q4 | $951K | Buy |
2,084
+8
| +0.4% | +$3.65K | 0.42% | 30 |
|
|
2022
Q3 | $980K | Buy |
2,076
+12
| +0.6% | +$5.67K | 0.53% | 23 |
|
|
2022
Q2 | $989K | Sell |
2,064
-115
| -5% | -$55.1K | 0.55% | 23 |
|
|
2022
Q1 | $1.26M | Sell |
2,179
-101
| -4% | -$58.2K | 0.67% | 18 |
|
|
2021
Q4 | $1.29M | Buy |
+2,280
| New | +$1.29M | 0.77% | 20 |
|