WMG Financial Advisors’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 | $617K | Buy |
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|
2025
Q2 | $638K | Buy |
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|
2025
Q1 | $539K | Buy |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | $385K | Sell |
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|
2024
Q2 | $377K | Buy |
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|
2024
Q1 | $295K | Buy |
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|
2023
Q4 | $233K | Sell |
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|
2023
Q3 | $208K | Sell |
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|
2023
Q2 | $202K | Buy |
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|
2023
Q1 | $206K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Buy |
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