Wealthspire Advisors (New York)’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 | $15.6M | Buy |
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|
2025
Q1 | $14.6M | Sell |
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|
2024
Q4 | $14.8M | Sell |
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|
2024
Q3 | $15.8M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $7.67M | Buy |
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|
2023
Q4 | $6.65M | Buy |
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|
2023
Q3 | $4.77M | Buy |
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|
2023
Q2 | $2.74M | Buy |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.49M | Buy |
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|
2022
Q3 | $2.11M | Sell |
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|
2022
Q2 | $2.9M | Buy |
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|
2022
Q1 | $2.67M | Sell |
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|
2021
Q4 | $3.43M | Sell |
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|
2021
Q3 | $3.39M | Buy |
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|
2021
Q2 | $1.46M | Sell |
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|
2021
Q1 | $3.65M | Buy |
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|
2020
Q4 | $2.52M | Buy |
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|
2020
Q3 | $1.85M | Buy |
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|
2020
Q2 | $1.52M | Sell |
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|
2020
Q1 | $2.71M | Buy |
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|
2019
Q4 | $611K | Buy |
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|
2019
Q3 | $474K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $166K | Buy |
|