BKM Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
2,586
-19
| -0.7% | -$18.8K | 1% | 25 |
|
|
2025
Q1 | $2.46M | Buy |
2,605
+412
| +19% | +$390K | 1.01% | 28 |
|
|
2024
Q4 | $2.01M | Sell |
2,193
-149
| -6% | -$137K | 0.82% | 34 |
|
|
2024
Q3 | $2.08M | Buy |
2,342
+355
| +18% | +$315K | 0.84% | 31 |
|
|
2024
Q2 | $1.69M | Buy |
1,987
+64
| +3% | +$54.4K | 0.81% | 37 |
|
|
2024
Q1 | $1.41M | Sell |
1,923
-30
| -2% | -$22K | 0.61% | 49 |
|
|
2023
Q4 | $1.29M | Buy |
+1,953
| New | +$1.29M | 0.55% | 50 |
|