WealthSource Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.13M | Sell |
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|
2023
Q3 | $3.73M | Buy |
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|
2023
Q2 | $3.52M | Sell |
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|
2023
Q1 | $3.33M | Sell |
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|
2022
Q4 | $3.16M | Sell |
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|
2022
Q3 | $3.73M | Sell |
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|
2022
Q2 | $4.07M | Sell |
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|
2022
Q1 | $7.51M | Buy |
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|
2021
Q4 | $2.71M | Buy |
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $928K | Sell |
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|
2020
Q3 | $945K | Sell |
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|
2020
Q2 | $839K | Sell |
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|
2020
Q1 | $867K | Sell |
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|
2019
Q4 | $983K | Sell |
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|
2019
Q3 | $993K | Sell |
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|
2019
Q2 | $951K | Buy |
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|
2019
Q1 | $493K | Buy |
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|
2018
Q4 | $366K | Buy |
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|
2018
Q3 | $392K | Buy |
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|
2018
Q2 | $299K | Buy |
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|
2018
Q1 | $250K | Buy |
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|
2017
Q4 | $233K | Sell |
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|
2017
Q3 | $232K | Buy |
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|
2017
Q2 | $222K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $248K | Sell |
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|
2016
Q1 | $276K | Buy |
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