Beverly Hills Private Wealth’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Sell |
1,107
-48
| -4% | -$47.5K | 0.21% | 121 |
|
|
2025
Q1 | $1.09M | Buy |
1,155
+33
| +3% | +$31.2K | 0.22% | 116 |
|
|
2024
Q4 | $1.03M | Buy |
1,122
+7
| +0.6% | +$6.41K | 0.21% | 117 |
|
|
2024
Q3 | $988K | Buy |
1,115
+23
| +2% | +$20.4K | 0.2% | 127 |
|
|
2024
Q2 | $929K | Buy |
1,092
+20
| +2% | +$17K | 0.2% | 123 |
|
|
2024
Q1 | $785K | Sell |
1,072
-15
| -1% | -$11K | 0.18% | 124 |
|
|
2023
Q4 | $718K | Buy |
1,087
+206
| +23% | +$136K | 0.19% | 119 |
|
|
2023
Q3 | $498K | Buy |
881
+34
| +4% | +$19.2K | 0.15% | 146 |
|
|
2023
Q2 | $468K | Sell |
847
-45
| -5% | -$24.8K | 0.08% | 241 |
|
|
2023
Q1 | $443K | Buy |
892
+147
| +20% | +$73K | 0.14% | 162 |
|
|
2022
Q4 | $340K | Buy |
+745
| New | +$340K | 0.15% | 156 |
|