Evernest Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.24M | Buy |
1,257
+102
| +9% | +$101K | 0.4% | 52 |
|
|
2025
Q1 | $1.09M | Buy |
1,155
+8
| +0.7% | +$7.57K | 0.39% | 59 |
|
|
2024
Q4 | $1.05M | Sell |
1,147
-70
| -6% | -$64.2K | 0.27% | 67 |
|
|
2024
Q3 | $1.08M | Sell |
1,217
-38
| -3% | -$33.7K | 0.29% | 60 |
|
|
2024
Q2 | $1.07M | Buy |
1,255
+2
| +0.2% | +$1.7K | 0.48% | 48 |
|
|
2024
Q1 | $889K | Sell |
1,253
-253
| -17% | -$180K | 0.42% | 53 |
|
|
2023
Q4 | $994K | Buy |
+1,506
| New | +$994K | 0.5% | 46 |
|
|
2021
Q4 | $827K | Buy |
+1,143
| New | +$827K | 0.43% | 51 |
|