AA 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 | $1.1M | Buy |
1,108
+199
| +22% | +$197K | 0.24% | 68 |
|
|
2025
Q1 | $860K | Buy |
909
+35
| +4% | +$33.1K | 0.21% | 76 |
|
|
2024
Q4 | $801K | Buy |
874
+77
| +10% | +$70.6K | 0.21% | 73 |
|
|
2024
Q3 | $707K | Buy |
797
+555
| +229% | +$492K | 0.2% | 82 |
|
|
2024
Q2 | $206K | Buy |
+242
| New | +$206K | 0.07% | 157 |
|