Fortune Financial Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-499
| Closed | -$424K | – | 99 |
|
|
2024
Q2 | $424K | Buy |
499
+1
| +0.2% | +$850 | 0.26% | 91 |
|
|
2024
Q1 | $365K | Buy |
498
+9
| +2% | +$6.6K | 0.23% | 101 |
|
|
2023
Q4 | $323K | Hold |
489
| – | – | 0.23% | 95 |
|
|
2023
Q3 | $276K | Buy |
489
+1
| +0.2% | +$565 | 0.21% | 97 |
|
|
2023
Q2 | $323K | Buy |
+488
| New | +$323K | 0.24% | 87 |
|