AO
Advisor OS’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.16M | Buy |
3,187
+157
| +5% | +$155K | 0.31% | 48 |
|
|
2025
Q1 | $2.87M | Buy |
3,030
+224
| +8% | +$212K | 0.33% | 52 |
|
|
2024
Q4 | $2.57M | Buy |
2,806
+19
| +0.7% | +$17.4K | 0.3% | 61 |
|
|
2024
Q3 | $2.47M | Buy |
2,787
+155
| +6% | +$137K | 0.25% | 77 |
|
|
2024
Q2 | $2.24M | Buy |
2,632
+86
| +3% | +$73.1K | 0.25% | 77 |
|
|
2024
Q1 | $1.87M | Buy |
2,546
+510
| +25% | +$374K | 0.21% | 87 |
|
|
2023
Q4 | $1.34M | Buy |
2,036
+649
| +47% | +$429K | 0.18% | 100 |
|
|
2023
Q3 | $784K | Buy |
1,387
+238
| +21% | +$135K | 0.12% | 157 |
|
|
2023
Q2 | $619K | Buy |
1,149
+679
| +144% | +$366K | 0.1% | 184 |
|
|
2023
Q1 | $234K | Sell |
470
-138
| -23% | -$68.6K | 0.06% | 219 |
|
|
2022
Q4 | $278K | Buy |
+608
| New | +$278K | 0.07% | 182 |
|
|
2020
Q3 | – | Sell |
-930
| Closed | -$282K | – | 112 |
|
|
2020
Q2 | $282K | Buy |
+930
| New | +$282K | 0.17% | 107 |
|