TRUE Private Wealth 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
Q2 | $5.2M | Sell |
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|
2025
Q1 | $5.15M | Buy |
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|
2024
Q4 | $4.93M | Sell |
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|
2024
Q3 | $4.79M | Sell |
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|
2024
Q2 | $6.56M | Buy |
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|
2024
Q1 | $5.48M | Sell |
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|
2023
Q4 | $5.29M | Buy |
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|
2023
Q3 | $4.37M | Buy |
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|
2023
Q2 | $3.85M | Sell |
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|
2023
Q1 | $3.59M | Buy |
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|
2022
Q4 | $3.29M | Sell |
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|
2022
Q3 | $3.51M | Buy |
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|
2022
Q2 | $3.53M | Sell |
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|
2022
Q1 | $4.07M | Sell |
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|
2021
Q4 | $4.38M | Buy |
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|
2021
Q3 | $3.42M | Buy |
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|
2021
Q2 | $3.01M | Sell |
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|
2021
Q1 | $2.77M | Buy |
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|
2020
Q4 | $1.5M | Buy |
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|
2020
Q3 | $1.39M | Buy |
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|
2020
Q2 | $753K | Buy |
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|
2020
Q1 | $638K | Buy |
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|
2019
Q4 | $566K | Buy |
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|
2019
Q3 | $450K | Buy |
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|
2019
Q2 | $382K | Sell |
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|
2019
Q1 | $394K | Sell |
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|
2018
Q4 | $563K | Buy |
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|
2018
Q3 | $581K | Buy |
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|
2018
Q2 | $509K | Buy |
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|
2018
Q1 | $392K | Sell |
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|
2017
Q4 | $398K | Sell |
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|
2017
Q3 | $539K | Sell |
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|
2017
Q2 | $566K | Buy |
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|
2017
Q1 | $563K | Sell |
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|
2016
Q4 | $544K | Buy |
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|
2016
Q3 | $487K | Sell |
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|
2016
Q2 | $531K | Buy |
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|
2016
Q1 | $528K | Buy |
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|
2015
Q4 | $534K | Buy |
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