Barlow 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 | $33.1M | Buy |
33,712
+239
| +0.7% | +$235K | 3.96% | 6 |
|
|
2025
Q1 | $32.7M | Buy |
33,473
+218
| +0.7% | +$213K | 4.3% | 4 |
|
|
2024
Q4 | $30.7M | Buy |
33,255
+1,139
| +4% | +$1.05M | 3.89% | 5 |
|
|
2024
Q3 | $28.1M | Buy |
32,116
+416
| +1% | +$363K | 3.67% | 4 |
|
|
2024
Q2 | $26.3M | Buy |
31,700
+971
| +3% | +$807K | 3.65% | 3 |
|
|
2024
Q1 | $22.5M | Buy |
30,729
+739
| +2% | +$540K | 3.06% | 4 |
|
|
2023
Q4 | $19.8M | Buy |
+29,990
| New | +$19.8M | 2.81% | 8 |
|