Wealth Advisors of Iowa’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 | $2.01M | Sell |
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|
2025
Q1 | $1.95M | Sell |
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|
2024
Q4 | $1.9M | Buy |
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|
2024
Q3 | $1.81M | Sell |
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|
2024
Q2 | $1.78M | Sell |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.25M | Sell |
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|
2023
Q2 | $207K | Buy |
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|
2023
Q1 | $1.05M | Sell |
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|
2022
Q4 | $1.01M | Hold |
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|
2022
Q3 | $1.04M | Sell |
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|
2022
Q2 | $3.04M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $883K | Sell |
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|
2021
Q3 | $839K | Hold |
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|
2021
Q2 | $738K | Buy |
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|
2021
Q1 | $640K | Hold |
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|
2020
Q4 | $684K | Buy |
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|
2020
Q3 | $644K | Buy |
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|
2020
Q2 | $541K | Hold |
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|
2020
Q1 | $509K | Buy |
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