Cascade Financial 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 | $2M | Buy |
2,018
+189
| +10% | +$187K | 0.24% | 80 |
|
|
2025
Q1 | $1.73M | Buy |
1,829
+14
| +0.8% | +$13.2K | 0.22% | 81 |
|
|
2024
Q4 | $1.66M | Buy |
1,815
+5
| +0.3% | +$4.58K | 0.22% | 72 |
|
|
2024
Q3 | $1.62M | Buy |
1,810
+12
| +0.7% | +$10.7K | 0.2% | 75 |
|
|
2024
Q2 | $1.53M | Buy |
1,798
+5
| +0.3% | +$4.25K | 0.2% | 75 |
|
|
2024
Q1 | $1.31M | Buy |
+1,793
| New | +$1.31M | 0.19% | 78 |
|