Evergreen Private Wealth’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.3K | Buy |
68
+43
| +172% | +$42.6K | 0.03% | 105 |
|
|
2025
Q1 | $23.6K | Hold |
25
| – | – | 0.01% | 135 |
|
|
2024
Q4 | $22.9K | Hold |
25
| – | – | 0.01% | 142 |
|
|
2024
Q3 | $22.2K | Hold |
25
| – | – | 0.01% | 145 |
|
|
2024
Q2 | $21.3K | Sell |
25
-7
| -22% | -$5.95K | 0.01% | 148 |
|
|
2024
Q1 | $23.4K | Hold |
32
| – | – | 0.01% | 145 |
|
|
2023
Q4 | $21.1K | Buy |
+32
| New | +$21.1K | 0.01% | 146 |
|