Campbell Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $255K | Buy |
278
+9
| +3% | +$8.26K | 0.02% | 80 |
|
|
2024
Q3 | $238K | Sell |
269
-10
| -4% | -$8.85K | 0.02% | 61 |
|
|
2024
Q2 | $237K | Buy |
+279
| New | +$237K | 0.08% | 42 |
|
|
2023
Q3 | – | Sell |
-435
| Closed | -$234K | – | 76 |
|
|
2023
Q2 | $234K | Buy |
+435
| New | +$234K | 0.03% | 58 |
|
|
2020
Q3 | – | Sell |
-160
| Closed | -$49K | – | 119 |
|
|
2020
Q2 | $49K | Buy |
+160
| New | +$49K | 0.01% | 156 |
|