WESPAC Advisors SoCal’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 | – | Sell |
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|
2025
Q2 | $200K | Sell |
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|
2025
Q1 | $412K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.27M | Hold |
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|
2021
Q4 | $2.01M | Sell |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $1.13M | Buy |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $1.82M | Sell |
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|
2020
Q1 | $5.76M | Buy |
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|
2019
Q4 | $1.33M | Sell |
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|
2019
Q3 | $1.39M | Buy |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.09M | Sell |
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|
2018
Q4 | $964K | Sell |
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|
2018
Q3 | $1.21M | Hold |
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|
2018
Q2 | $1.08M | Sell |
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|
2018
Q1 | $1.05M | Buy |
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|
2017
Q4 | $916K | Sell |
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|
2017
Q3 | $832K | Buy |
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|
2017
Q2 | $654K | Buy |
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|
2017
Q1 | $641K | Buy |
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|
2016
Q4 | $544K | Buy |
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|
2016
Q3 | $491K | Sell |
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|
2016
Q2 | $595K | Buy |
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|
2016
Q1 | $586K | Sell |
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|
2015
Q4 | $641K | Buy |
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