EFG
Ethos Financial Group’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Buy |
2,858
+385
| +16% | +$381K | 0.24% | 94 |
|
|
2025
Q1 | $2.3M | Buy |
2,473
+905
| +58% | +$840K | 0.22% | 106 |
|
|
2024
Q4 | $1.44M | Buy |
1,568
+104
| +7% | +$95.4K | 0.19% | 84 |
|
|
2024
Q3 | $1.3M | Sell |
1,464
-112
| -7% | -$99.3K | 0.21% | 69 |
|
|
2024
Q2 | $1.34M | Sell |
1,576
-109
| -6% | -$92.7K | 0.24% | 67 |
|
|
2024
Q1 | $1.24M | Sell |
1,685
-46
| -3% | -$33.9K | 0.23% | 67 |
|
|
2023
Q4 | $1.18M | Buy |
1,731
+115
| +7% | +$78.3K | 0.25% | 68 |
|
|
2023
Q3 | $922K | Buy |
1,616
+184
| +13% | +$105K | 0.24% | 62 |
|
|
2023
Q2 | $719K | Hold |
1,432
| – | – | 0.24% | 60 |
|
|
2023
Q1 | $719K | Buy |
1,432
+47
| +3% | +$23.6K | 0.22% | 67 |
|
|
2022
Q4 | $657K | Buy |
+1,385
| New | +$657K | 0.22% | 64 |
|