Financial Partners Group (Tennessee)’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.39M | Sell |
1,406
-147
| -9% | -$146K | 0.5% | 43 |
|
2025
Q1 | $1.47M | Sell |
1,553
-97
| -6% | -$91.7K | 0.64% | 36 |
|
2024
Q4 | $1.51M | Sell |
1,650
-56
| -3% | -$51.3K | 0.63% | 40 |
|
2024
Q3 | $1.51M | Sell |
1,706
-150
| -8% | -$133K | 0.57% | 45 |
|
2024
Q2 | $1.58M | Buy |
1,856
+241
| +15% | +$205K | 0.61% | 39 |
|
2024
Q1 | $1.18M | Buy |
+1,615
| New | +$1.18M | 0.46% | 53 |
|