Foster Victor Wealth 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 | $474K | Buy |
483
+73
| +18% | +$71.6K | 0.03% | 146 |
|
|
2025
Q1 | $395K | Sell |
410
-61
| -13% | -$58.8K | 0.03% | 149 |
|
|
2024
Q4 | $445K | Sell |
471
-62
| -12% | -$58.5K | 0.03% | 135 |
|
|
2024
Q3 | $485K | Buy |
533
+3
| +0.6% | +$2.73K | 0.04% | 131 |
|
|
2024
Q2 | $451K | Buy |
530
+54
| +11% | +$46K | 0.04% | 134 |
|
|
2024
Q1 | $349K | Hold |
476
| – | – | 0.03% | 131 |
|
|
2023
Q4 | $315K | Sell |
476
-5
| -1% | -$3.31K | 0.03% | 128 |
|
|
2023
Q3 | $268K | Buy |
481
+6
| +1% | +$3.35K | 0.03% | 129 |
|
|
2023
Q2 | $257K | Sell |
475
-169
| -26% | -$91.5K | 0.03% | 134 |
|
|
2023
Q1 | $321K | Buy |
644
+19
| +3% | +$9.46K | 0.04% | 126 |
|
|
2022
Q4 | $302K | Buy |
625
+52
| +9% | +$25.1K | 0.04% | 119 |
|
|
2022
Q3 | $276K | Buy |
573
+100
| +21% | +$48.2K | 0.04% | 120 |
|
|
2022
Q2 | $233K | Buy |
+473
| New | +$233K | 0.03% | 123 |
|