DHJJ Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $127K | Buy |
128
+4
| +3% | +$3.96K | 0.05% | 216 |
|
|
2025
Q1 | $117K | Buy |
124
+24
| +24% | +$22.7K | 0.05% | 202 |
|
|
2024
Q4 | $91.6K | Hold |
100
| – | – | 0.04% | 230 |
|
|
2024
Q3 | $88.7K | Hold |
100
| – | – | 0.04% | 236 |
|
|
2024
Q2 | $85K | Hold |
100
| – | – | 0.04% | 219 |
|
|
2024
Q1 | $73.3K | Hold |
100
| – | – | 0.03% | 225 |
|
|
2023
Q4 | $66K | Hold |
100
| – | – | 0.03% | 227 |
|
|
2023
Q3 | $56.5K | Buy |
+100
| New | +$56.5K | 0.03% | 230 |
|