Atlas Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $287K | Sell |
290
-50
| -15% | -$49.5K | 0.33% | 40 |
|
|
2025
Q1 | $322K | Hold |
340
| – | – | 0.4% | 34 |
|
|
2024
Q4 | $312K | Hold |
340
| – | – | 0.39% | 32 |
|
|
2024
Q3 | $301K | Hold |
340
| – | – | 0.46% | 36 |
|
|
2024
Q2 | $289K | Hold |
340
| – | – | 1.22% | 17 |
|
|
2024
Q1 | $262K | Sell |
340
-25
| -7% | -$19.3K | 1.42% | 15 |
|
|
2023
Q4 | $251K | Buy |
+365
| New | +$251K | 1.39% | 17 |
|
|
2023
Q3 | – | Sell |
-365
| Closed | -$204K | – | 21 |
|
|
2023
Q2 | $204K | Buy |
+365
| New | +$204K | 0.59% | 37 |
|
|
2023
Q1 | – | Sell |
-390
| Closed | -$201K | – | 15 |
|
|
2022
Q4 | $201K | Buy |
+390
| New | +$201K | 1.24% | 15 |
|