Diversify Advisory Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.2M | Buy |
27,398
+6,151
| +29% | +$6.1M | 1.04% | 17 |
|
|
2025
Q1 | $21.1M | Sell |
21,247
-2,504
| -11% | -$2.48M | 1.32% | 14 |
|
|
2024
Q4 | $22.3M | Buy |
23,751
+268
| +1% | +$251K | 1.23% | 14 |
|
|
2024
Q3 | $21M | Sell |
23,483
-514
| -2% | -$459K | 1.13% | 15 |
|
|
2024
Q2 | $21.3M | Sell |
23,997
-840
| -3% | -$745K | 1.17% | 17 |
|
|
2024
Q1 | $17.9M | Buy |
+24,837
| New | +$17.9M | 1.05% | 20 |
|