Bear Mountain Capital’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $950K | Buy |
999
+1
| +0.1% | +$951 | 0.34% | 31 |
|
|
2025
Q1 | $989K | Buy |
998
+451
| +82% | +$447K | 0.38% | 29 |
|
|
2024
Q4 | $515K | Buy |
547
+5
| +0.9% | +$4.71K | 0.2% | 32 |
|
|
2024
Q3 | $485K | Hold |
542
| – | – | 0.19% | 35 |
|
|
2024
Q2 | $457K | Hold |
542
| – | – | 0.19% | 35 |
|
|
2024
Q1 | $388K | Hold |
542
| – | – | 0.17% | 35 |
|
|
2023
Q4 | $370K | Buy |
+542
| New | +$370K | 0.16% | 36 |
|