Abound 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
Q2 | $769K | Sell |
777
-10
| -1% | -$9.89K | 0.22% | 33 |
|
|
2025
Q1 | $744K | Buy |
787
+10
| +1% | +$9.46K | 0.25% | 34 |
|
|
2024
Q4 | $712K | Buy |
777
+18
| +2% | +$16.5K | 0.23% | 34 |
|
|
2024
Q3 | $673K | Buy |
759
+16
| +2% | +$14.2K | 0.22% | 35 |
|
|
2024
Q2 | $631K | Buy |
743
+25
| +3% | +$21.2K | 0.23% | 35 |
|
|
2024
Q1 | $526K | Buy |
718
+13
| +2% | +$9.53K | 0.2% | 34 |
|
|
2023
Q4 | $465K | Sell |
705
-105
| -13% | -$69.3K | 0.19% | 35 |
|
|
2023
Q3 | $458K | Buy |
810
+482
| +147% | +$272K | 0.19% | 36 |
|
|
2023
Q2 | $177K | Buy |
328
+33
| +11% | +$17.8K | 0.07% | 56 |
|
|
2023
Q1 | $146K | Buy |
295
+10
| +4% | +$4.97K | 0.07% | 58 |
|
|
2022
Q4 | $130K | Buy |
285
+4
| +1% | +$1.82K | 0.06% | 58 |
|
|
2022
Q3 | $133K | Buy |
+281
| New | +$133K | 0.07% | 50 |
|