Boomfish Wealth Group’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 | Buy |
1,109
+467
| +73% | +$462K | 0.63% | 57 |
|
|
2025
Q1 | $607K | Sell |
642
-65
| -9% | -$61.4K | 0.39% | 66 |
|
|
2024
Q4 | $648K | Sell |
707
-90
| -11% | -$82.5K | 0.39% | 71 |
|
|
2024
Q3 | $707K | Sell |
797
-2,687
| -77% | -$2.38M | 0.43% | 75 |
|
|
2024
Q2 | $2.96M | Sell |
3,484
-243
| -7% | -$207K | 1.91% | 8 |
|
|
2024
Q1 | $2.73M | Sell |
3,727
-289
| -7% | -$212K | 1.84% | 10 |
|
|
2023
Q4 | $2.65M | Buy |
+4,016
| New | +$2.65M | 1.91% | 11 |
|