Burr Financial Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Hold |
316
| – | – | 0.26% | 27 |
|
|
2025
Q1 | $299K | Hold |
316
| – | – | 0.23% | 28 |
|
|
2024
Q4 | $290K | Hold |
316
| – | – | 0.2% | 27 |
|
|
2024
Q3 | $280K | Hold |
316
| – | – | 0.2% | 25 |
|
|
2024
Q2 | $269K | Sell |
316
-60
| -16% | -$51K | 0.19% | 27 |
|
|
2024
Q1 | $290K | Hold |
376
| – | – | 0.23% | 29 |
|
|
2023
Q4 | $298K | Buy |
+376
| New | +$298K | 0.23% | 29 |
|