Capasso Planning Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Hold |
246
| – | – | 0.14% | 74 |
|
|
2025
Q1 | $233K | Hold |
246
| – | – | 0.1% | 93 |
|
|
2024
Q4 | $225K | Sell |
246
-68
| -22% | -$62.3K | 0.09% | 97 |
|
|
2024
Q3 | $278K | Hold |
314
| – | – | 0.08% | 125 |
|
|
2024
Q2 | $267K | Sell |
314
-9
| -3% | -$7.65K | 0.09% | 122 |
|
|
2024
Q1 | $237K | Sell |
323
-2
| -0.6% | -$1.47K | 0.1% | 99 |
|
|
2023
Q4 | $215K | Buy |
+325
| New | +$215K | 0.1% | 95 |
|