Atlas Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $264K | Sell |
288
-376
| -57% | -$345K | 0.41% | 33 |
|
|
2024
Q3 | $589K | Buy |
664
+8
| +1% | +$7.09K | 0.93% | 15 |
|
|
2024
Q2 | $558K | Sell |
656
-77
| -11% | -$65.4K | 0.92% | 14 |
|
|
2024
Q1 | $537K | Buy |
733
+310
| +73% | +$227K | 0.83% | 15 |
|
|
2023
Q4 | $279K | Sell |
423
-255
| -38% | -$168K | 0.46% | 23 |
|
|
2023
Q3 | $383K | Buy |
+678
| New | +$383K | 0.3% | 29 |
|