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