Brown Financial 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 | $1.29M | Sell |
1,301
-110
| -8% | -$109K | 0.5% | 74 |
|
|
2025
Q1 | $1.33M | Buy |
1,411
+281
| +25% | +$266K | 0.55% | 68 |
|
|
2024
Q4 | $1.03M | Sell |
1,130
-213
| -16% | -$195K | 0.42% | 78 |
|
|
2024
Q3 | $1.19M | Sell |
1,343
-220
| -14% | -$195K | 0.49% | 65 |
|
|
2024
Q2 | $1.33M | Buy |
+1,563
| New | +$1.33M | 0.59% | 60 |
|