Crown Wealth 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 | $1.2M | Buy |
1,217
+42
| +4% | +$41.6K | 0.45% | 37 |
|
|
2025
Q1 | $1.11M | Buy |
1,175
+100
| +9% | +$94.6K | 0.58% | 30 |
|
|
2024
Q4 | $985K | Buy |
1,075
+19
| +2% | +$17.4K | 0.4% | 39 |
|
|
2024
Q3 | $936K | Sell |
1,056
-6
| -0.6% | -$5.32K | 0.41% | 39 |
|
|
2024
Q2 | $903K | Sell |
1,062
-9
| -0.8% | -$7.65K | 0.45% | 34 |
|
|
2024
Q1 | $785K | Buy |
1,071
+140
| +15% | +$103K | 0.4% | 34 |
|
|
2023
Q4 | $615K | Buy |
931
+379
| +69% | +$250K | 0.37% | 40 |
|
|
2023
Q3 | $312K | Buy |
552
+9
| +2% | +$5.09K | 0.23% | 49 |
|
|
2023
Q2 | $292K | Sell |
543
-53
| -9% | -$28.5K | 0.23% | 50 |
|
|
2023
Q1 | $296K | Buy |
596
+69
| +13% | +$34.3K | 0.25% | 49 |
|
|
2022
Q4 | $241K | Buy |
527
+5
| +1% | +$2.28K | 0.23% | 55 |
|
|
2022
Q3 | $247K | Buy |
522
+9
| +2% | +$4.26K | 0.25% | 51 |
|
|
2022
Q2 | $246K | Buy |
513
+50
| +11% | +$24K | 0.22% | 58 |
|
|
2022
Q1 | $267K | Buy |
+463
| New | +$267K | 0.19% | 73 |
|