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 |
|