EFG
Embree Financial Group’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.09M | Buy |
1,097
+40
| +4% | +$39.6K | 0.16% | 94 |
|
|
2025
Q1 | $1,000K | Buy |
1,057
+200
| +23% | +$189K | 0.17% | 91 |
|
|
2024
Q4 | $785K | Sell |
857
-36
| -4% | -$33K | 0.13% | 95 |
|
|
2024
Q3 | $791K | Buy |
893
+34
| +4% | +$30.1K | 0.14% | 90 |
|
|
2024
Q2 | $730K | Sell |
859
-33
| -4% | -$28K | 0.14% | 88 |
|
|
2024
Q1 | $653K | Buy |
892
+135
| +18% | +$98.9K | 0.13% | 97 |
|
|
2023
Q4 | $500K | Buy |
+757
| New | +$500K | 0.11% | 111 |
|