Barber Financial Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $225K | Buy |
453
+2
| +0.4% | +$994 | 0.04% | 132 |
|
|
2022
Q4 | $206K | Buy |
+451
| New | +$206K | 0.06% | 130 |
|
|
2022
Q2 | – | Sell |
-2,228
| Closed | -$1.28M | – | 148 |
|
|
2022
Q1 | $1.28M | Sell |
2,228
-404
| -15% | -$233K | 0.17% | 41 |
|
|
2021
Q4 | $1.49M | Buy |
2,632
+852
| +48% | +$484K | 0.18% | 47 |
|
|
2021
Q3 | $800K | Buy |
1,780
+216
| +14% | +$97.1K | 0.1% | 67 |
|
|
2021
Q2 | $619K | Sell |
1,564
-280
| -15% | -$111K | 0.08% | 80 |
|
|
2021
Q1 | $650K | Buy |
1,844
+311
| +20% | +$110K | 0.09% | 75 |
|
|
2020
Q4 | $578K | Buy |
1,533
+318
| +26% | +$120K | 0.11% | 74 |
|
|
2020
Q3 | $431K | Buy |
1,215
+25
| +2% | +$8.87K | 0.09% | 78 |
|
|
2020
Q2 | $361K | Buy |
+1,190
| New | +$361K | 0.09% | 87 |
|