49 Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-815
| Closed | -$747K | – | 193 |
|
|
2024
Q4 | $747K | Sell |
815
-147
| -15% | -$135K | 0.11% | 66 |
|
|
2024
Q3 | $853K | Buy |
962
+257
| +36% | +$228K | 0.14% | 62 |
|
|
2024
Q2 | $596K | Buy |
705
+5
| +0.7% | +$4.23K | 0.12% | 76 |
|
|
2024
Q1 | $505K | Buy |
700
+46
| +7% | +$33.2K | 0.11% | 57 |
|
|
2023
Q4 | $432K | Buy |
+654
| New | +$432K | 0.11% | 58 |
|