B.O.S.S. Retirement Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
12,557
-142
| -1% | -$141K | 3.12% | 4 |
|
|
2025
Q1 | $12M | Sell |
12,699
-450
| -3% | -$426K | 3.48% | 4 |
|
|
2024
Q4 | $12M | Buy |
13,149
+9,560
| +266% | +$8.76M | 3.37% | 4 |
|
|
2024
Q3 | $3.18M | Buy |
3,589
+2,483
| +225% | +$2.2M | 0.64% | 47 |
|
|
2024
Q2 | $941K | Buy |
+1,106
| New | +$941K | 0.24% | 109 |
|
|
2024
Q1 | – | Sell |
-3,352
| Closed | -$2.21M | – | 144 |
|
|
2023
Q4 | $2.21M | Buy |
3,352
+121
| +4% | +$79.9K | 0.43% | 69 |
|
|
2023
Q3 | $1.83M | Buy |
3,231
+1,078
| +50% | +$609K | 0.39% | 86 |
|
|
2023
Q2 | $1.16M | Sell |
2,153
-3,071
| -59% | -$1.65M | 0.25% | 156 |
|
|
2023
Q1 | $2.6M | Buy |
5,224
+896
| +21% | +$445K | 0.61% | 44 |
|
|
2022
Q4 | $1.98M | Buy |
+4,328
| New | +$1.98M | 0.51% | 70 |
|