CPC
Consolidated Planning Corp’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.67M | Buy |
7,750
+395
| +5% | +$391K | 0.96% | 34 |
|
|
2025
Q1 | $6.96M | Sell |
7,355
-1,413
| -16% | -$1.34M | 0.96% | 29 |
|
|
2024
Q4 | $8.03M | Buy |
8,768
+1,280
| +17% | +$1.17M | 1.09% | 27 |
|
|
2024
Q3 | $6.64M | Buy |
7,488
+1,876
| +33% | +$1.66M | 0.99% | 26 |
|
|
2024
Q2 | $4.77M | Buy |
5,612
+636
| +13% | +$541K | 0.79% | 46 |
|
|
2024
Q1 | $3.65M | Buy |
4,976
+1,114
| +29% | +$816K | 0.62% | 54 |
|
|
2023
Q4 | $2.55M | Buy |
3,862
+306
| +9% | +$202K | 0.47% | 57 |
|
|
2023
Q3 | $2.01M | Buy |
3,556
+246
| +7% | +$139K | 0.45% | 61 |
|
|
2023
Q2 | $1.78M | Buy |
3,310
+168
| +5% | +$90.5K | 0.38% | 69 |
|
|
2023
Q1 | $1.56M | Buy |
3,142
+455
| +17% | +$226K | 0.4% | 63 |
|
|
2022
Q4 | $1.23M | Buy |
+2,687
| New | +$1.23M | 0.34% | 74 |
|
|
2021
Q4 | – | Sell |
-91
| Closed | -$41K | – | 140 |
|
|
2021
Q3 | $41K | Buy |
+91
| New | +$41K | 0.03% | 178 |
|