VERITY 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 | $463K | Hold |
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|
2025
Q2 | $495K | Hold |
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|
2025
Q1 | $473K | Hold |
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|
2024
Q4 | $458K | Hold |
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|
2024
Q3 | $443K | Hold |
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|
2024
Q2 | $425K | Hold |
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|
2024
Q1 | $366K | Hold |
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|
2023
Q4 | $330K | Hold |
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|
2023
Q3 | $282K | Hold |
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|
2023
Q2 | $269K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $228K | Hold |
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|
2022
Q3 | $236K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $284K | Hold |
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|
2021
Q3 | $225K | Buy |
|