Capital Insight 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 | $3.98M | Sell |
4,022
-180
| -4% | -$178K | 0.69% | 45 |
|
|
2025
Q1 | $3.97M | Buy |
4,202
+2,746
| +189% | +$2.6M | 0.69% | 48 |
|
|
2024
Q4 | $1.33M | Buy |
1,456
+235
| +19% | +$215K | 0.23% | 85 |
|
|
2024
Q3 | $1.08M | Buy |
1,221
+39
| +3% | +$34.6K | 0.19% | 91 |
|
|
2024
Q2 | $1M | Buy |
1,182
+129
| +12% | +$110K | 0.19% | 92 |
|
|
2024
Q1 | $771K | Buy |
1,053
+295
| +39% | +$216K | 0.14% | 102 |
|
|
2023
Q4 | $500K | Buy |
758
+70
| +10% | +$46.2K | 0.1% | 119 |
|
|
2023
Q3 | $389K | Buy |
688
+60
| +10% | +$33.9K | 0.09% | 124 |
|
|
2023
Q2 | $338K | Buy |
+628
| New | +$338K | 0.08% | 131 |
|