VWA
Visionary Wealth Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.62M | Buy |
2,646
+71
| +3% | +$70.3K | 0.13% | 167 |
|
|
2025
Q1 | $2.44M | Buy |
2,575
+56
| +2% | +$53K | 0.15% | 155 |
|
|
2024
Q4 | $2.31M | Sell |
2,519
-258
| -9% | -$236K | 0.14% | 155 |
|
|
2024
Q3 | $2.46M | Buy |
2,777
+3
| +0.1% | +$2.66K | 0.15% | 153 |
|
|
2024
Q2 | $2.36M | Buy |
2,774
+75
| +3% | +$63.8K | 0.15% | 151 |
|
|
2024
Q1 | $1.98M | Sell |
2,699
-719
| -21% | -$527K | 0.13% | 170 |
|
|
2023
Q4 | $2.26M | Buy |
3,418
+59
| +2% | +$38.9K | 0.17% | 143 |
|
|
2023
Q3 | $1.9M | Sell |
3,359
-107
| -3% | -$60.4K | 0.15% | 146 |
|
|
2023
Q2 | $1.87M | Sell |
3,466
-51
| -1% | -$27.5K | 0.15% | 147 |
|
|
2023
Q1 | $1.75M | Buy |
3,517
+2,675
| +318% | +$1.33M | 0.15% | 143 |
|
|
2022
Q4 | $384K | Sell |
842
-53
| -6% | -$24.2K | 0.04% | 277 |
|
|
2022
Q3 | $423K | Buy |
895
+275
| +44% | +$130K | 0.04% | 250 |
|
|
2022
Q2 | $297K | Buy |
620
+26
| +4% | +$12.5K | 0.03% | 326 |
|
|
2022
Q1 | $342K | Buy |
594
+49
| +9% | +$28.2K | 0.03% | 301 |
|
|
2021
Q4 | $309K | Sell |
545
-38
| -7% | -$21.5K | 0.03% | 291 |
|
|
2021
Q3 | $262K | Sell |
583
-201
| -26% | -$90.3K | 0.03% | 262 |
|
|
2021
Q2 | $310K | Sell |
784
-6
| -0.8% | -$2.37K | 0.03% | 263 |
|
|
2021
Q1 | $279K | Buy |
790
+18
| +2% | +$6.36K | 0.03% | 267 |
|
|
2020
Q4 | $291K | Buy |
772
+36
| +5% | +$13.6K | 0.03% | 233 |
|
|
2020
Q3 | $261K | Buy |
+736
| New | +$261K | 0.04% | 206 |
|