WR Wealth Planners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $173K | Sell |
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|
2024
Q3 | $194K | Buy |
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|
2024
Q2 | $184K | Buy |
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|
2024
Q1 | $153K | Sell |
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|
2023
Q4 | $209K | Buy |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | $93.8K | Buy |
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|
2023
Q1 | $45.4K | Buy |
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|
2022
Q4 | $3.79K | Hold |
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|
2022
Q3 | $3.92K | Hold |
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|
2022
Q2 | $3.98K | Hold |
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|
2022
Q1 | $4.78K | Buy |
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