True Link Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-379
| Closed | -$347K | – | 97 |
|
|
2024
Q4 | $347K | Buy |
+379
| New | +$347K | 0.03% | 49 |
|
|
2024
Q3 | – | Sell |
-239
| Closed | -$203K | – | 68 |
|
|
2024
Q2 | $203K | Buy |
+239
| New | +$203K | 0.02% | 63 |
|
|
2022
Q4 | – | Sell |
-612
| Closed | -$289K | – | 118 |
|
|
2022
Q3 | $289K | Buy |
+612
| New | +$289K | 0.04% | 113 |
|
|
2022
Q1 | – | Sell |
-282
| Closed | -$160K | – | 159 |
|
|
2021
Q4 | $160K | Hold |
282
| – | – | 0.02% | 283 |
|
|
2021
Q3 | $127K | Hold |
282
| – | – | 0.02% | 311 |
|
|
2021
Q2 | $112K | Buy |
282
+32
| +13% | +$12.7K | 0.02% | 285 |
|
|
2021
Q1 | $88K | Hold |
250
| – | – | 0.01% | 424 |
|
|
2020
Q4 | $94K | Buy |
+250
| New | +$94K | 0.01% | 443 |
|