Clifford Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $520K | Hold |
525
| – | – | 0.43% | 35 |
|
|
2025
Q1 | $497K | Hold |
525
| – | – | 0.46% | 36 |
|
|
2024
Q4 | $481K | Buy |
525
+6
| +1% | +$5.5K | 0.37% | 42 |
|
|
2024
Q3 | $461K | Sell |
519
-27
| -5% | -$24K | 0.36% | 46 |
|
|
2024
Q2 | $464K | Hold |
546
| – | – | 0.38% | 47 |
|
|
2024
Q1 | $400K | Hold |
546
| – | – | 0.33% | 50 |
|
|
2023
Q4 | $361K | Hold |
546
| – | – | 0.33% | 53 |
|
|
2023
Q3 | $309K | Hold |
546
| – | – | 0.33% | 54 |
|
|
2023
Q2 | $294K | Buy |
546
+20
| +4% | +$10.8K | 0.32% | 56 |
|
|
2023
Q1 | $262K | Hold |
526
| – | – | 0.32% | 59 |
|
|
2022
Q4 | $240K | Buy |
+526
| New | +$240K | 0.3% | 70 |
|