Elevatus Welath Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $537K | Sell |
542
-95
| -15% | -$94.1K | 0.18% | 63 |
|
|
2025
Q1 | $602K | Sell |
637
-82
| -11% | -$77.6K | 0.34% | 45 |
|
|
2024
Q4 | $659K | Buy |
719
+153
| +27% | +$140K | 0.23% | 48 |
|
|
2024
Q3 | $501K | Buy |
566
+16
| +3% | +$14.2K | 0.16% | 54 |
|
|
2024
Q2 | $468K | Sell |
550
-30
| -5% | -$25.5K | 0.17% | 67 |
|
|
2024
Q1 | $425K | Sell |
580
-4
| -0.7% | -$2.93K | 0.17% | 59 |
|
|
2023
Q4 | $386K | Buy |
584
+7
| +1% | +$4.62K | 0.18% | 59 |
|
|
2023
Q3 | $326K | Buy |
577
+163
| +39% | +$92K | 0.29% | 48 |
|
|
2023
Q2 | $223K | Buy |
+414
| New | +$223K | 0.15% | 46 |
|