Darden 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 | $760K | Buy |
768
+80
| +12% | +$79.2K | 0.46% | 53 |
|
|
2025
Q1 | $651K | Buy |
688
+23
| +3% | +$21.8K | 0.5% | 48 |
|
|
2024
Q4 | $609K | Buy |
665
+25
| +4% | +$22.9K | 0.41% | 53 |
|
|
2024
Q3 | $567K | Hold |
640
| – | – | 0.41% | 57 |
|
|
2024
Q2 | $544K | Hold |
640
| – | – | 0.33% | 54 |
|
|
2024
Q1 | $469K | Hold |
640
| – | – | 0.37% | 64 |
|
|
2023
Q4 | $432K | Buy |
+640
| New | +$432K | 0.42% | 62 |
|