Aprio 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 | $1.76M | Buy |
1,779
+158
| +10% | +$156K | 0.2% | 74 |
|
|
2025
Q1 | $1.53M | Buy |
1,621
+28
| +2% | +$26.5K | 0.19% | 76 |
|
|
2024
Q4 | $1.46M | Buy |
1,593
+68
| +4% | +$62.3K | 0.21% | 68 |
|
|
2024
Q3 | $1.35M | Sell |
1,525
-16
| -1% | -$14.2K | 0.22% | 63 |
|
|
2024
Q2 | $1.31M | Buy |
1,541
+867
| +129% | +$737K | 0.24% | 56 |
|
|
2024
Q1 | $494K | Buy |
674
+229
| +51% | +$168K | 0.1% | 102 |
|
|
2023
Q4 | $294K | Buy |
445
+37
| +9% | +$24.4K | 0.07% | 135 |
|
|
2023
Q3 | $231K | Buy |
+408
| New | +$231K | 0.06% | 144 |
|