CBIZ Investment Advisory Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $174K | Buy |
176
+3
| +2% | +$2.97K | 0.01% | 51 |
|
|
2025
Q1 | $163K | Buy |
173
+40
| +30% | +$37.8K | 0.01% | 56 |
|
|
2024
Q4 | $122K | Sell |
133
-8
| -6% | -$7.32K | 0.01% | 63 |
|
|
2024
Q3 | $126K | Sell |
141
-1
| -0.7% | -$892 | 0.01% | 60 |
|
|
2024
Q2 | $121K | Sell |
142
-1
| -0.7% | -$849 | 0.01% | 61 |
|
|
2024
Q1 | $105K | Buy |
+143
| New | +$105K | 0.01% | 69 |
|
|
2020
Q2 | – | Hold |
0
| – | -$4K | – | 142 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 186 |
|