Aletheian Wealth 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 | $530K | Sell |
535
-29
| -5% | -$28.7K | 0.26% | 56 |
|
|
2025
Q1 | $533K | Buy |
564
+48
| +9% | +$45.4K | 0.3% | 54 |
|
|
2024
Q4 | $473K | Buy |
516
+29
| +6% | +$26.6K | 0.28% | 54 |
|
|
2024
Q3 | $432K | Sell |
487
-1,516
| -76% | -$1.34M | 0.25% | 56 |
|
|
2024
Q2 | $1.7M | Buy |
2,003
+68
| +4% | +$57.8K | 0.9% | 27 |
|
|
2024
Q1 | $1.42M | Buy |
1,935
+516
| +36% | +$378K | 0.77% | 31 |
|
|
2023
Q4 | $937K | Sell |
1,419
-17
| -1% | -$11.2K | 0.62% | 40 |
|
|
2023
Q3 | $811K | Sell |
1,436
-47
| -3% | -$26.6K | 0.62% | 42 |
|
|
2023
Q2 | $798K | Buy |
+1,483
| New | +$798K | 0.55% | 45 |
|