TruWealth 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 | $35.6M | Buy |
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|
2025
Q2 | $37.5M | Buy |
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|
2025
Q1 | $35.4M | Buy |
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|
2024
Q4 | $33.6M | Sell |
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|
2024
Q3 | $36.9M | Sell |
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|
2024
Q2 | $35.8M | Sell |
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|
2024
Q1 | $31.1M | Sell |
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|
2023
Q4 | $28.5M | Sell |
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|
2023
Q3 | $24.4M | Buy |
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|
2023
Q2 | $23.2M | Buy |
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|
2023
Q1 | $21M | Buy |
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|
2022
Q4 | $19.1M | Buy |
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|
2022
Q3 | $19.5M | Buy |
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|
2022
Q2 | $19.1M | Buy |
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|
2022
Q1 | $21.4M | Buy |
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|
2021
Q4 | $19.5M | Buy |
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|
2021
Q3 | $15.1M | Buy |
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|
2021
Q2 | $13.2M | Buy |
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|
2021
Q1 | $11.3M | Buy |
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|
2020
Q4 | $11.2M | Buy |
|