Cherry Tree Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $140K | Sell |
142
-22
| -13% | -$21.7K | 0.03% | 188 |
|
|
2025
Q1 | $155K | Hold |
164
| – | – | 0.04% | 174 |
|
|
2024
Q4 | $150K | Hold |
164
| – | – | 0.04% | 172 |
|
|
2024
Q3 | $145K | Hold |
164
| – | – | 0.03% | 183 |
|
|
2024
Q2 | $139K | Buy |
164
+64
| +64% | +$54.2K | 0.03% | 178 |
|
|
2024
Q1 | $72.9K | Buy |
100
+4
| +4% | +$2.92K | 0.02% | 229 |
|
|
2023
Q4 | $63K | Hold |
96
| – | – | 0.02% | 227 |
|
|
2023
Q3 | $54K | Hold |
96
| – | – | 0.02% | 227 |
|
|
2023
Q2 | $51.4K | Buy |
+96
| New | +$51.4K | 0.02% | 227 |
|