Buttonwood 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 | $1.11M | Sell |
1,119
-2
| -0.2% | -$1.98K | 0.44% | 45 |
|
|
2025
Q1 | $1.06M | Sell |
1,121
-235
| -17% | -$222K | 0.47% | 44 |
|
|
2024
Q4 | $1.24M | Hold |
1,356
| – | – | 0.55% | 40 |
|
|
2024
Q3 | $1.2M | Sell |
1,356
-27
| -2% | -$23.9K | 0.52% | 45 |
|
|
2024
Q2 | $1.18M | Sell |
1,383
-5
| -0.4% | -$4.25K | 0.56% | 44 |
|
|
2024
Q1 | $1.02M | Sell |
1,388
-209
| -13% | -$153K | 0.48% | 48 |
|
|
2023
Q4 | $1.05M | Sell |
1,597
-7
| -0.4% | -$4.62K | 0.57% | 43 |
|
|
2023
Q3 | $906K | Buy |
1,604
+614
| +62% | +$347K | 0.57% | 43 |
|
|
2023
Q2 | $533K | Buy |
+990
| New | +$533K | 0.33% | 60 |
|