EnRich Financial Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
258
| – | – | 0.08% | 54 |
|
|
2025
Q1 | $244K | Hold |
258
| – | – | 0.08% | 51 |
|
|
2024
Q4 | $236K | Buy |
258
+76
| +42% | +$69.6K | 0.08% | 52 |
|
|
2024
Q3 | $161K | Sell |
182
-4
| -2% | -$3.55K | 0.05% | 62 |
|
|
2024
Q2 | $158K | Buy |
186
+4
| +2% | +$3.4K | 0.06% | 59 |
|
|
2024
Q1 | $133K | Buy |
+182
| New | +$133K | 0.05% | 59 |
|