Everhart Financial Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.68M | Buy |
4,727
+511
| +12% | +$506K | 0.54% | 28 |
|
|
2025
Q1 | $3.99M | Buy |
4,216
+717
| +20% | +$678K | 0.55% | 29 |
|
|
2024
Q4 | $3.21M | Buy |
3,499
+123
| +4% | +$113K | 0.66% | 31 |
|
|
2024
Q3 | $2.99M | Buy |
3,376
+398
| +13% | +$353K | 0.66% | 30 |
|
|
2024
Q2 | $2.53M | Buy |
2,978
+271
| +10% | +$230K | 0.66% | 29 |
|
|
2024
Q1 | $1.98M | Buy |
2,707
+251
| +10% | +$184K | 0.58% | 33 |
|
|
2023
Q4 | $1.62M | Buy |
2,456
+417
| +20% | +$275K | 0.57% | 37 |
|
|
2023
Q3 | $1.15M | Buy |
2,039
+175
| +9% | +$98.9K | 0.49% | 43 |
|
|
2023
Q2 | $1M | Buy |
1,864
+105
| +6% | +$56.5K | 0.42% | 51 |
|
|
2023
Q1 | $874K | Buy |
1,759
+178
| +11% | +$88.4K | 0.39% | 52 |
|
|
2022
Q4 | $722K | Sell |
1,581
-364
| -19% | -$166K | 0.36% | 58 |
|
|
2022
Q3 | $919K | Buy |
1,945
+467
| +32% | +$221K | 0.51% | 36 |
|
|
2022
Q2 | $708K | Buy |
1,478
+15
| +1% | +$7.19K | 0.43% | 45 |
|
|
2022
Q1 | $842K | Buy |
1,463
+235
| +19% | +$135K | 0.49% | 44 |
|
|
2021
Q4 | $697K | Buy |
1,228
+345
| +39% | +$196K | 0.42% | 48 |
|
|
2021
Q3 | $397K | Buy |
+883
| New | +$397K | 0.27% | 68 |
|