Altman 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 | $2.11M | Buy |
2,141
+31
| +1% | +$30.6K | 0.86% | 50 |
|
|
2025
Q1 | $2.1M | Buy |
2,110
+45
| +2% | +$44.8K | 0.97% | 42 |
|
|
2024
Q4 | $1.89M | Buy |
2,065
+15
| +0.7% | +$13.7K | 0.81% | 50 |
|
|
2024
Q3 | $1.82M | Sell |
2,050
-1,920
| -48% | -$1.7M | 0.81% | 56 |
|
|
2024
Q2 | $3.37M | Sell |
3,970
-26
| -0.7% | -$22.1K | 1.92% | 9 |
|
|
2024
Q1 | $2.88M | Buy |
3,996
+35
| +0.9% | +$25.2K | 1.4% | 11 |
|
|
2023
Q4 | $2.61M | Buy |
3,961
+18
| +0.5% | +$11.9K | 1.37% | 14 |
|
|
2023
Q3 | $2.23M | Buy |
+3,943
| New | +$2.23M | 1.39% | 12 |
|
|
2023
Q1 | $1.55M | Sell |
3,769
-1,848
| -33% | -$761K | 1.42% | 16 |
|
|
2022
Q4 | $2.72M | Sell |
5,617
-509
| -8% | -$247K | 1.68% | 16 |
|
|
2022
Q3 | $2.89M | Sell |
6,126
-313
| -5% | -$148K | 1.83% | 12 |
|
|
2022
Q2 | $3.5M | Sell |
6,439
-181
| -3% | -$98.4K | 1.99% | 10 |
|
|
2022
Q1 | $3.81M | Sell |
6,620
-103
| -2% | -$59.3K | 1.97% | 11 |
|
|
2021
Q4 | $3.24M | Sell |
6,723
-310
| -4% | -$149K | 1.98% | 14 |
|
|
2021
Q3 | $3.46M | Sell |
7,033
-19
| -0.3% | -$9.34K | 1.91% | 10 |
|
|
2021
Q2 | $3.11M | Buy |
7,052
+459
| +7% | +$202K | 1.75% | 14 |
|
|
2021
Q1 | $2.32M | Sell |
6,593
-48
| -0.7% | -$16.9K | 1.5% | 25 |
|
|
2020
Q4 | $2.5M | Buy |
6,641
+21
| +0.3% | +$7.91K | 1.57% | 26 |
|
|
2020
Q3 | $2.35M | Buy |
6,620
+161
| +2% | +$57.2K | 1.67% | 24 |
|
|
2020
Q2 | $1.96M | Buy |
6,459
+14
| +0.2% | +$4.24K | 1.66% | 30 |
|
|
2020
Q1 | $1.84M | Buy |
+6,445
| New | +$1.84M | 1.71% | 27 |
|