DFG
Dupree Financial Group’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
207
-71
| -26% | -$70.4K | 0.08% | 68 |
|
|
2025
Q1 | $263K | Sell |
278
-3
| -1% | -$2.84K | 0.11% | 64 |
|
|
2024
Q4 | $258K | Sell |
281
-5,134
| -95% | -$4.71M | 0.12% | 58 |
|
|
2024
Q3 | $4.8M | Sell |
5,415
-114
| -2% | -$101K | 1.92% | 20 |
|
|
2024
Q2 | $4.7M | Sell |
5,529
-1,219
| -18% | -$1.04M | 2.14% | 18 |
|
|
2024
Q1 | $4.94M | Sell |
6,748
-2,752
| -29% | -$2.02M | 2.2% | 21 |
|
|
2023
Q4 | $6.27M | Buy |
+9,500
| New | +$6.27M | 3.07% | 11 |
|