Buck Wealth Strategies’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $258K | Buy |
261
+6
| +2% | +$5.94K | 0.04% | 138 |
|
|
2025
Q1 | $241K | Sell |
255
-13
| -5% | -$12.3K | 0.04% | 113 |
|
|
2024
Q4 | $246K | Sell |
268
-85
| -24% | -$77.9K | 0.05% | 78 |
|
|
2024
Q3 | $313K | Buy |
353
+1
| +0.3% | +$886 | 0.1% | 66 |
|
|
2024
Q2 | $300K | Buy |
+352
| New | +$300K | 0.09% | 67 |
|
|
2024
Q1 | – | Sell |
-532
| Closed | -$352K | – | 82 |
|
|
2023
Q4 | $352K | Buy |
532
+142
| +36% | +$93.9K | 0.13% | 55 |
|
|
2023
Q3 | $220K | Buy |
390
+109
| +39% | +$61.6K | 0.09% | 60 |
|
|
2023
Q2 | $151K | Buy |
281
+212
| +307% | +$114K | 0.07% | 41 |
|
|
2023
Q1 | $34.1K | Buy |
+69
| New | +$34.1K | 0.02% | 69 |
|