Florida Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
2,224
+92
| +4% | +$91.1K | 0.73% | 26 |
|
|
2025
Q1 | $2.02M | Buy |
2,132
+1,015
| +91% | +$961K | 0.8% | 25 |
|
|
2024
Q4 | $1.02M | Sell |
1,117
-7
| -0.6% | -$6.41K | 0.46% | 47 |
|
|
2024
Q3 | $967K | Sell |
1,124
-252
| -18% | -$217K | 0.5% | 40 |
|
|
2024
Q2 | $1.15M | Buy |
1,376
+251
| +22% | +$209K | 0.69% | 30 |
|
|
2024
Q1 | $824K | Buy |
1,125
+99
| +10% | +$72.5K | 0.61% | 30 |
|
|
2023
Q4 | $658K | Buy |
+1,026
| New | +$658K | 0.61% | 32 |
|