Financial & Tax Architects’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
1,650
+51
| +3% | +$50.5K | 0.4% | 49 |
|
|
2025
Q1 | $1.51M | Sell |
1,599
-146
| -8% | -$138K | 0.38% | 52 |
|
|
2024
Q4 | $1.6M | Buy |
1,745
+122
| +8% | +$112K | 0.41% | 52 |
|
|
2024
Q3 | $1.44M | Buy |
1,623
+37
| +2% | +$32.8K | 0.37% | 51 |
|
|
2024
Q2 | $1.35M | Buy |
1,586
+255
| +19% | +$217K | 0.36% | 53 |
|
|
2024
Q1 | $975K | Buy |
1,331
+214
| +19% | +$157K | 0.27% | 53 |
|
|
2023
Q4 | $737K | Sell |
1,117
-273
| -20% | -$180K | 0.22% | 57 |
|
|
2023
Q3 | $785K | Buy |
1,390
+282
| +25% | +$159K | 0.24% | 55 |
|
|
2023
Q2 | $597K | Buy |
1,108
+98
| +10% | +$52.8K | 0.18% | 59 |
|
|
2023
Q1 | $502K | Buy |
1,010
+48
| +5% | +$23.9K | 0.17% | 59 |
|
|
2022
Q4 | $462K | Sell |
962
-185
| -16% | -$88.8K | 0.16% | 60 |
|
|
2022
Q3 | $542K | Sell |
1,147
-236
| -17% | -$111K | 0.2% | 49 |
|
|
2022
Q2 | $663K | Buy |
+1,383
| New | +$663K | 0.25% | 53 |
|