Athena Investment 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
$208K Buy
+210
New +$208K 0.12% 149
2025
Q1
Sell
-230
Closed -$211K 147
2024
Q4
$211K Sell
230
-5
-2% -$4.58K 0.12% 146
2024
Q3
$208K Sell
235
-5
-2% -$4.43K 0.12% 144
2024
Q2
$204K Buy
+240
New +$204K 0.12% 143