Allen Mooney & Barnes Investment 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 | $618K | Sell |
624
-10
| -2% | -$9.9K | 0.1% | 90 |
|
|
2025
Q1 | $600K | Hold |
634
| – | – | 0.1% | 92 |
|
|
2024
Q4 | $581K | Sell |
634
-24
| -4% | -$22K | 0.1% | 92 |
|
|
2024
Q3 | $583K | Buy |
658
+13
| +2% | +$11.5K | 0.1% | 90 |
|
|
2024
Q2 | $549K | Sell |
645
-66
| -9% | -$56.2K | 0.1% | 96 |
|
|
2024
Q1 | $521K | Buy |
711
+7
| +1% | +$5.13K | 0.1% | 99 |
|
|
2023
Q4 | $464K | Buy |
+704
| New | +$464K | 0.09% | 103 |
|