West Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.6K | Hold |
41
| – | – | 0.01% | 110 |
|
|
2025
Q1 | $38.8K | Hold |
41
| – | – | 0.01% | 108 |
|
|
2024
Q4 | $37.6K | Hold |
41
| – | – | 0.01% | 109 |
|
|
2024
Q3 | $36.3K | Hold |
41
| – | – | 0.01% | 104 |
|
|
2024
Q2 | $34.9K | Hold |
41
| – | – | 0.01% | 90 |
|
|
2024
Q1 | $30K | Hold |
41
| – | – | 0.01% | 96 |
|
|
2023
Q4 | $27.1K | Hold |
41
| – | – | 0.01% | 99 |
|
|
2023
Q3 | $23.2K | Hold |
41
| – | – | 0.01% | 104 |
|
|
2023
Q2 | $22.1K | Buy |
+41
| New | +$22.1K | 0.01% | 103 |
|
|
2022
Q4 | – | Sell |
-230
| Closed | -$109K | – | 173 |
|
|
2022
Q3 | $109K | Hold |
230
| – | – | 0.03% | 76 |
|
|
2022
Q2 | $110K | Buy |
230
+130
| +130% | +$62.2K | 0.03% | 75 |
|
|
2022
Q1 | $58K | Hold |
100
| – | – | 0.02% | 99 |
|
|
2021
Q4 | $57K | Hold |
100
| – | – | 0.02% | 103 |
|
|
2021
Q3 | $45K | Hold |
100
| – | – | 0.01% | 99 |
|
|
2021
Q2 | $40K | Buy |
100
+50
| +100% | +$20K | 0.01% | 98 |
|
|
2021
Q1 | $18K | Hold |
50
| – | – | 0.01% | 115 |
|
|
2020
Q4 | $19K | Buy |
+50
| New | +$19K | 0.01% | 114 |
|