Trinity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $928K | Hold |
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|
2025
Q2 | $993K | Hold |
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|
2025
Q1 | $970K | Sell |
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|
2024
Q4 | $922K | Sell |
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|
2024
Q3 | $872K | Hold |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $743K | Hold |
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|
2023
Q4 | $669K | Hold |
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|
2023
Q3 | $573K | Sell |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $436K | Buy |
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|
2022
Q4 | $399K | Sell |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $510K | Hold |
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|
2021
Q4 | $503K | Hold |
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|
2021
Q3 | $398K | Hold |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $407K | Buy |
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