Forefront Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.09M | Sell |
5,146
-197
| -4% | -$195K | 4.08% | 7 |
|
|
2025
Q1 | $5.05M | Sell |
5,343
-18
| -0.3% | -$17K | 4.68% | 5 |
|
|
2024
Q4 | $4.91M | Buy |
+5,361
| New | +$4.91M | 4.52% | 6 |
|
|
2023
Q3 | $3M | Buy |
5,306
+548
| +12% | +$310K | 4.2% | 8 |
|
|
2023
Q2 | $2.56M | Sell |
4,758
-36
| -0.8% | -$19.4K | 3.39% | 11 |
|
|
2023
Q1 | $2.38M | Sell |
4,794
-3
| -0.1% | -$1.49K | 3.11% | 12 |
|
|
2022
Q4 | $2.2M | Buy |
4,797
+898
| +23% | +$413K | 2.97% | 13 |
|
|
2022
Q3 | $1.84M | Sell |
3,899
-72
| -2% | -$34K | 2.56% | 16 |
|
|
2022
Q2 | $1.91M | Buy |
3,971
+3,541
| +823% | +$1.7M | 2.57% | 15 |
|
|
2022
Q1 | $248K | Buy |
+430
| New | +$248K | 0.25% | 44 |
|