WIA
World Investment Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.6M | Sell |
16,819
-4,413
| -21% | -$4.37M | 0.38% | 48 |
|
|
2025
Q1 | $20.1M | Buy |
21,232
+7,081
| +50% | +$6.7M | 0.52% | 37 |
|
|
2024
Q4 | $13M | Buy |
14,151
+2,143
| +18% | +$1.96M | 0.35% | 53 |
|
|
2024
Q3 | $10.6M | Buy |
12,008
+1,503
| +14% | +$1.33M | 0.33% | 69 |
|
|
2024
Q2 | $8.93M | Buy |
10,505
+7,909
| +305% | +$6.72M | 0.56% | 37 |
|
|
2024
Q1 | $5.35M | Sell |
2,596
-5,208
| -67% | -$10.7M | 0.77% | 29 |
|
|
2023
Q4 | $5.16M | Buy |
7,804
+7,430
| +1,987% | +$4.91M | 0.67% | 26 |
|
|
2023
Q3 | $211K | Buy |
+374
| New | +$211K | 0.04% | 245 |
|
|
2022
Q2 | – | Sell |
-350
| Closed | -$202K | – | 263 |
|
|
2022
Q1 | $202K | Buy |
+350
| New | +$202K | 0.04% | 256 |
|