First Affirmative Financial Network’s Costco COST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $758K | Sell |
801
-7
| -0.9% | -$6.62K | 0.46% | 47 |
|
2024
Q4 | $741K | Buy |
808
+86
| +12% | +$78.8K | 0.43% | 55 |
|
2024
Q3 | $640K | Buy |
722
+187
| +35% | +$166K | 0.35% | 71 |
|
2024
Q2 | $454K | Buy |
535
+34
| +7% | +$28.9K | 0.32% | 90 |
|
2024
Q1 | $367K | Sell |
501
-12
| -2% | -$8.8K | 0.27% | 116 |
|
2023
Q4 | $339K | Sell |
513
-19
| -4% | -$12.5K | 0.27% | 122 |
|
2023
Q3 | $301K | Buy |
532
+33
| +7% | +$18.6K | 0.29% | 111 |
|
2023
Q2 | $269K | Sell |
499
-56
| -10% | -$30.1K | 0.27% | 124 |
|
2023
Q1 | $276K | Buy |
555
+12
| +2% | +$5.96K | 0.32% | 95 |
|
2022
Q4 | $248K | Buy |
543
+91
| +20% | +$41.6K | 0.3% | 109 |
|
2022
Q3 | $213K | Buy |
+452
| New | +$213K | 0.27% | 120 |
|