Financial Advisory Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $624K | Hold |
630
| – | – | 0.2% | 54 |
|
|
2025
Q1 | $596K | Sell |
630
-40
| -6% | -$37.8K | 0.2% | 56 |
|
|
2024
Q4 | $614K | Hold |
670
| – | – | 0.2% | 55 |
|
|
2024
Q3 | $594K | Buy |
670
+310
| +86% | +$275K | 0.2% | 56 |
|
|
2024
Q2 | $306K | Hold |
360
| – | – | 0.11% | 60 |
|
|
2024
Q1 | $264K | Hold |
360
| – | – | 0.1% | 63 |
|
|
2023
Q4 | $238K | Hold |
360
| – | – | 0.09% | 62 |
|
|
2023
Q3 | $203K | Buy |
+360
| New | +$203K | 0.08% | 65 |
|