WealthShield Partners’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 | $3.17M | Buy |
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|
2025
Q2 | $3.38M | Sell |
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|
2025
Q1 | $3.32M | Sell |
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|
2024
Q4 | $3.83M | Sell |
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|
2024
Q3 | $3.77M | Buy |
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|
2024
Q2 | $3.41M | Buy |
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|
2024
Q1 | $2.8M | Sell |
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|
2023
Q4 | $2.6M | Buy |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $365K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $208K | Hold |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $247K | Sell |
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|
2021
Q4 | $295K | Buy |
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|
2021
Q3 | $201K | Sell |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $163K | Buy |
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