BlueChip 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 | $301K | Sell |
304
-23
| -7% | -$22.8K | 0.13% | 130 |
|
2025
Q1 | $309K | Buy |
327
+8
| +3% | +$7.57K | 0.15% | 120 |
|
2024
Q4 | $292K | Sell |
319
-555
| -64% | -$508K | 0.16% | 104 |
|
2024
Q3 | $776K | Sell |
874
-11
| -1% | -$9.76K | 0.41% | 53 |
|
2024
Q2 | $752K | Buy |
885
+588
| +198% | +$500K | 0.44% | 51 |
|
2024
Q1 | $218K | Sell |
297
-497
| -63% | -$365K | 0.14% | 113 |
|
2023
Q4 | $524K | Buy |
+794
| New | +$524K | 0.37% | 59 |
|