Aviso 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 | $3.7M | Buy |
3,733
+583
| +19% | +$577K | 1.73% | 11 |
|
|
2025
Q1 | $2.98M | Buy |
3,150
+191
| +6% | +$181K | 1.58% | 13 |
|
|
2024
Q4 | $2.71M | Sell |
2,959
-60
| -2% | -$55K | 1.38% | 12 |
|
|
2024
Q3 | $2.68M | Buy |
3,019
+112
| +4% | +$99.3K | 1.45% | 10 |
|
|
2024
Q2 | $2.47M | Sell |
2,907
-80
| -3% | -$68K | 1.47% | 11 |
|
|
2024
Q1 | $2.19M | Sell |
2,987
-175
| -6% | -$128K | 1.38% | 15 |
|
|
2023
Q4 | $2.09M | Buy |
+3,162
| New | +$2.09M | 1.51% | 12 |
|