Bridgewealth Advisory 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 | $944K | Buy |
954
+640
| +204% | +$634K | 0.24% | 52 |
|
|
2025
Q1 | $297K | Sell |
314
-601
| -66% | -$569K | 0.39% | 45 |
|
|
2024
Q4 | $986K | Buy |
915
+300
| +49% | +$323K | 0.28% | 47 |
|
|
2024
Q3 | $545K | Buy |
615
+37
| +6% | +$32.8K | 0.2% | 52 |
|
|
2024
Q2 | $492K | Buy |
578
+5
| +0.9% | +$4.25K | 0.22% | 47 |
|
|
2024
Q1 | $420K | Buy |
573
+12
| +2% | +$8.79K | 0.21% | 50 |
|
|
2023
Q4 | $370K | Buy |
561
+106
| +23% | +$70K | 0.28% | 50 |
|
|
2023
Q3 | $257K | Buy |
455
+28
| +7% | +$15.8K | 0.32% | 47 |
|
|
2023
Q2 | $230K | Buy |
+427
| New | +$230K | 0.37% | 49 |
|