U.S. Capital 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
Q3 | $8.46M | Buy |
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|
2025
Q2 | $8.91M | Sell |
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|
2025
Q1 | $14.6M | Sell |
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|
2024
Q4 | $16.9M | Buy |
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|
2024
Q3 | $16.2M | Buy |
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|
2024
Q2 | $15.5M | Sell |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $10.4M | Sell |
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|
2023
Q2 | $9.87M | Sell |
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|
2023
Q1 | $9.43M | Sell |
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|
2022
Q4 | $9.28M | Buy |
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|
2022
Q3 | $9.09M | Sell |
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|
2022
Q2 | $9.46M | Sell |
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|
2022
Q1 | $13.6M | Buy |
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|
2021
Q4 | $13.1M | Buy |
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|
2021
Q3 | $10.1M | Buy |
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