Financial Council’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $345K | Hold |
349
| – | – | 0.17% | 57 |
|
2025
Q1 | $330K | Hold |
349
| – | – | 0.18% | 59 |
|
2024
Q4 | $320K | Hold |
349
| – | – | 0.16% | 59 |
|
2024
Q3 | $309K | Hold |
349
| – | – | 0.16% | 65 |
|
2024
Q2 | $297K | Buy |
349
+12
| +4% | +$10.2K | 0.17% | 63 |
|
2024
Q1 | $247K | Hold |
337
| – | – | 0.15% | 66 |
|
2023
Q4 | $222K | Buy |
+337
| New | +$222K | 0.15% | 67 |
|