Angeles 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 | $10.3M | Buy |
10,431
+591
| +6% | +$585K | 0.71% | 22 |
|
|
2025
Q1 | $9.31M | Buy |
9,840
+153
| +2% | +$145K | 0.77% | 21 |
|
|
2024
Q4 | $8.88M | Buy |
9,687
+769
| +9% | +$705K | 0.73% | 21 |
|
|
2024
Q3 | $7.91M | Buy |
8,918
+734
| +9% | +$651K | 0.68% | 21 |
|
|
2024
Q2 | $6.96M | Buy |
8,184
+258
| +3% | +$219K | 0.65% | 25 |
|
|
2024
Q1 | $5.81M | Buy |
7,926
+174
| +2% | +$127K | 0.58% | 26 |
|
|
2023
Q4 | $5.12M | Sell |
7,752
-238
| -3% | -$157K | 0.62% | 23 |
|
|
2023
Q3 | $4.51M | Sell |
7,990
-478
| -6% | -$270K | 0.64% | 23 |
|
|
2023
Q2 | $4.56M | Sell |
8,468
-321
| -4% | -$173K | 0.62% | 23 |
|
|
2023
Q1 | $4.37M | Sell |
8,789
-393
| -4% | -$195K | 0.65% | 26 |
|
|
2022
Q4 | $4.19M | Sell |
9,182
-1,111
| -11% | -$507K | 0.73% | 25 |
|
|
2022
Q3 | $4.86M | Buy |
10,293
+473
| +5% | +$223K | 0.96% | 23 |
|
|
2022
Q2 | $4.71M | Sell |
9,820
-580
| -6% | -$278K | 0.94% | 22 |
|
|
2022
Q1 | $5.99M | Buy |
+10,400
| New | +$5.99M | 1.13% | 19 |
|