FSA
Financial Security Advisor’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $805K | Buy |
813
+2
| +0.2% | +$1.98K | 0.19% | 54 |
|
|
2025
Q1 | $767K | Sell |
811
-3
| -0.4% | -$2.84K | 0.19% | 53 |
|
|
2024
Q4 | $746K | Buy |
814
+23
| +3% | +$21.1K | 0.19% | 53 |
|
|
2024
Q3 | $702K | Buy |
791
+10
| +1% | +$8.87K | 0.17% | 53 |
|
|
2024
Q2 | $664K | Hold |
781
| – | – | 0.22% | 50 |
|
|
2024
Q1 | $573K | Buy |
781
+100
| +15% | +$73.3K | 0.2% | 52 |
|
|
2023
Q4 | $460K | Buy |
681
+14
| +2% | +$9.45K | 0.18% | 55 |
|
|
2023
Q3 | $377K | Buy |
+667
| New | +$377K | 0.17% | 63 |
|