BIP 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 | $1.33M | Sell |
1,343
-76
| -5% | -$75.2K | 0.08% | 85 |
|
2025
Q1 | $1.34M | Sell |
1,419
-76
| -5% | -$71.9K | 0.09% | 81 |
|
2024
Q4 | $1.37M | Sell |
1,495
-4
| -0.3% | -$3.66K | 0.09% | 83 |
|
2024
Q3 | $1.33M | Buy |
1,499
+598
| +66% | +$530K | 0.09% | 77 |
|
2024
Q2 | $766K | Sell |
901
-334
| -27% | -$284K | 0.06% | 92 |
|
2024
Q1 | $905K | Buy |
1,235
+329
| +36% | +$241K | 0.07% | 88 |
|
2023
Q4 | $598K | Buy |
906
+237
| +35% | +$156K | 0.05% | 108 |
|
2023
Q3 | $378K | Sell |
669
-194
| -22% | -$110K | 0.03% | 122 |
|
2023
Q2 | $465K | Sell |
863
-15
| -2% | -$8.08K | 0.04% | 113 |
|
2023
Q1 | $437K | Buy |
+878
| New | +$437K | 0.05% | 119 |
|