Fiduciary Family Office’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
1,813
-105
| -5% | -$104K | 0.59% | 29 |
|
|
2025
Q1 | $1.81M | Buy |
+1,918
| New | +$1.81M | 0.6% | 29 |
|
|
2024
Q4 | – | Sell |
-1,998
| Closed | -$1.77M | – | 102 |
|
|
2024
Q3 | $1.77M | Sell |
1,998
-716
| -26% | -$635K | 0.58% | 33 |
|
|
2024
Q2 | $2.31M | Sell |
2,714
-255
| -9% | -$217K | 0.91% | 16 |
|
|
2024
Q1 | $2.18M | Buy |
2,969
+59
| +2% | +$43.2K | 0.85% | 20 |
|
|
2023
Q4 | $1.92M | Buy |
+2,910
| New | +$1.92M | 0.84% | 16 |
|