Wealth Management Associates’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 | $786K | Hold |
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|
2025
Q1 | $751K | Sell |
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|
2024
Q4 | $732K | Hold |
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|
2024
Q3 | $709K | Sell |
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|
2024
Q2 | $752K | Hold |
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|
2024
Q1 | $752K | Sell |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $518K | Sell |
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|
2023
Q1 | $499K | Hold |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $612K | Buy |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $674K | Hold |
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|
2021
Q4 | $664K | Sell |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $506K | Sell |
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|
2021
Q1 | $502K | Buy |
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|
2020
Q4 | $537K | Buy |
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|
2020
Q3 | $396K | Buy |
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|
2020
Q2 | $282K | Buy |
|