Benchmark Financial Wealth 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 | $930K | Buy |
939
+22
| +2% | +$21.8K | 0.31% | 47 |
|
|
2025
Q1 | $867K | Sell |
917
-5
| -0.5% | -$4.73K | 0.33% | 43 |
|
|
2024
Q4 | $845K | Buy |
922
+1
| +0.1% | +$917 | 0.27% | 44 |
|
|
2024
Q3 | $817K | Buy |
921
+34
| +4% | +$30.1K | 0.27% | 42 |
|
|
2024
Q2 | $754K | Sell |
887
-56
| -6% | -$47.6K | 0.28% | 40 |
|
|
2024
Q1 | $691K | Buy |
943
+78
| +9% | +$57.1K | 0.26% | 40 |
|
|
2023
Q4 | $571K | Buy |
865
+8
| +0.9% | +$5.28K | 0.25% | 41 |
|
|
2023
Q3 | $484K | Sell |
857
-20
| -2% | -$11.3K | 0.23% | 39 |
|
|
2023
Q2 | $472K | Sell |
877
-94
| -10% | -$50.6K | 0.22% | 38 |
|
|
2023
Q1 | $483K | Sell |
971
-9
| -0.9% | -$4.47K | 0.25% | 34 |
|
|
2022
Q4 | $447K | Buy |
980
+49
| +5% | +$22.4K | 0.24% | 36 |
|
|
2022
Q3 | $440K | Sell |
931
-1
| -0.1% | -$473 | 0.26% | 36 |
|
|
2022
Q2 | $447K | Buy |
932
+20
| +2% | +$9.59K | 0.23% | 36 |
|
|
2022
Q1 | $525K | Buy |
912
+34
| +4% | +$19.6K | 0.22% | 42 |
|
|
2021
Q4 | $498K | Buy |
878
+77
| +10% | +$43.7K | 0.21% | 39 |
|
|
2021
Q3 | $360K | Buy |
801
+111
| +16% | +$49.9K | 0.17% | 45 |
|
|
2021
Q2 | $273K | Buy |
+690
| New | +$273K | 0.13% | 48 |
|
|
2019
Q3 | – | Sell |
-1,410
| Closed | -$373K | – | 34 |
|
|
2019
Q2 | $373K | Buy |
1,410
+451
| +47% | +$119K | 0.36% | 23 |
|
|
2019
Q1 | $232K | Buy |
+959
| New | +$232K | 0.24% | 29 |
|