Brown 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 | $291K | Buy |
294
+29
| +11% | +$28.7K | 0.09% | 81 |
|
2025
Q1 | $251K | Buy |
265
+13
| +5% | +$12.3K | 0.09% | 81 |
|
2024
Q4 | $231K | Buy |
252
+3
| +1% | +$2.75K | 0.08% | 74 |
|
2024
Q3 | $221K | Buy |
249
+10
| +4% | +$8.87K | 0.08% | 80 |
|
2024
Q2 | $203K | Buy |
+239
| New | +$203K | 0.08% | 82 |
|