Atticus 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 | $3.56M | Buy |
3,598
+41
| +1% | +$40.6K | 0.96% | 18 |
|
|
2025
Q1 | $3.36M | Buy |
3,557
+100
| +3% | +$94.6K | 1.1% | 16 |
|
|
2024
Q4 | $3.17M | Sell |
3,457
-19
| -0.5% | -$17.4K | 0.98% | 21 |
|
|
2024
Q3 | $3.08M | Buy |
3,476
+37
| +1% | +$32.8K | 0.99% | 20 |
|
|
2024
Q2 | $2.92M | Buy |
3,439
+76
| +2% | +$64.6K | 0.96% | 21 |
|
|
2024
Q1 | $2.46M | Buy |
3,363
+166
| +5% | +$122K | 0.81% | 23 |
|
|
2023
Q4 | $2.11M | Buy |
3,197
+2
| +0.1% | +$1.32K | 0.74% | 24 |
|
|
2023
Q3 | $1.8M | Buy |
3,195
+101
| +3% | +$57.1K | 0.69% | 26 |
|
|
2023
Q2 | $1.67M | Buy |
3,094
+17
| +0.6% | +$9.15K | 0.61% | 29 |
|
|
2023
Q1 | $1.53M | Sell |
3,077
-183
| -6% | -$90.9K | 0.58% | 27 |
|
|
2022
Q4 | $1.49M | Sell |
3,260
-9
| -0.3% | -$4.11K | 0.61% | 29 |
|
|
2022
Q3 | $1.57M | Hold |
3,269
| – | – | 0.76% | 24 |
|
|
2022
Q2 | $1.57M | Buy |
3,269
+152
| +5% | +$72.9K | 0.65% | 30 |
|
|
2022
Q1 | $1.8M | Buy |
3,117
+1,064
| +52% | +$613K | 0.66% | 32 |
|
|
2021
Q4 | $1.17M | Sell |
2,053
-48
| -2% | -$27.2K | 0.45% | 42 |
|
|
2021
Q3 | $944K | Buy |
2,101
+33
| +2% | +$14.8K | 0.41% | 40 |
|
|
2021
Q2 | $818K | Buy |
2,068
+1
| +0% | +$396 | 0.36% | 48 |
|
|
2021
Q1 | $728K | Buy |
2,067
+22
| +1% | +$7.75K | 0.35% | 48 |
|
|
2020
Q4 | $770K | Buy |
2,045
+37
| +2% | +$13.9K | 0.39% | 49 |
|
|
2020
Q3 | $713K | Buy |
2,008
+125
| +7% | +$44.4K | 0.43% | 49 |
|
|
2020
Q2 | $571K | Buy |
1,883
+6
| +0.3% | +$1.82K | 0.38% | 48 |
|
|
2020
Q1 | $535K | Buy |
1,877
+1
| +0.1% | +$285 | 0.43% | 45 |
|
|
2019
Q4 | $551K | Buy |
+1,876
| New | +$551K | 0.35% | 49 |
|