Evelyn V. Moreno’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.56M | Hold |
3,883
| – | – | 1.21% | 31 |
|
|
2023
Q3 | $2.19M | Buy |
3,883
+825
| +27% | +$466K | 0.48% | 57 |
|
|
2023
Q2 | $1.65M | Hold |
3,058
| – | – | 0.35% | 55 |
|
|
2023
Q1 | $1.52M | Sell |
3,058
-2,045
| -40% | -$1.02M | 0.34% | 55 |
|
|
2022
Q4 | $2.33M | Buy |
5,103
+425
| +9% | +$194K | 0.54% | 56 |
|
|
2022
Q3 | $2.21M | Sell |
4,678
-524
| -10% | -$247K | 1% | 40 |
|
|
2022
Q2 | $2.49M | Buy |
5,202
+2,119
| +69% | +$1.02M | 0.58% | 51 |
|
|
2022
Q1 | $1.78M | Buy |
3,083
+2,633
| +585% | +$1.52M | 0.36% | 52 |
|
|
2021
Q4 | $255K | Buy |
+450
| New | +$255K | 0.05% | 58 |
|