Empire Financial Management Company’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$762K Hold
770
0.22% 116
2025
Q1
$728K Sell
770
-20
-3% -$18.9K 0.23% 115
2024
Q4
$724K Buy
790
+250
+46% +$229K 0.23% 119
2024
Q3
$479K Sell
540
-500
-48% -$443K 0.15% 150
2024
Q2
$884K Sell
1,040
-140
-12% -$119K 0.29% 102
2024
Q1
$865K Buy
+1,180
New +$865K 0.29% 97