AAMC
Asset Allocation & Management Company’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Hold |
520
| – | – | 0.24% | 42 |
|
|
2025
Q1 | $492K | Hold |
520
| – | – | 0.25% | 44 |
|
|
2024
Q4 | $476K | Buy |
+520
| New | +$476K | 0.26% | 45 |
|
|
2023
Q2 | – | Sell |
-420
| Closed | -$209K | – | 73 |
|
|
2023
Q1 | $209K | Sell |
420
-520
| -55% | -$259K | 0.08% | 92 |
|
|
2022
Q4 | $429K | Buy |
940
+420
| +81% | +$192K | 0.17% | 77 |
|
|
2022
Q3 | $246K | Buy |
+520
| New | +$246K | 0.1% | 99 |
|