Everpar 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 | $640K | Buy |
646
+97
| +18% | +$96K | 0.29% | 79 |
|
|
2025
Q1 | $519K | Sell |
549
-6
| -1% | -$5.68K | 0.28% | 95 |
|
|
2024
Q4 | $509K | Buy |
555
+16
| +3% | +$14.7K | 0.26% | 106 |
|
|
2024
Q3 | $478K | Buy |
539
+17
| +3% | +$15.1K | 0.25% | 125 |
|
|
2024
Q2 | $444K | Buy |
522
+187
| +56% | +$159K | 0.22% | 139 |
|
|
2024
Q1 | $245K | Sell |
335
-15
| -4% | -$11K | 0.15% | 201 |
|
|
2023
Q4 | $231K | Buy |
+350
| New | +$231K | 0.11% | 252 |
|