Foundation Wealth Management (Missouri)’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Sell |
698
-36
| -5% | -$35.6K | 0.48% | 24 |
|
|
2025
Q1 | $694K | Sell |
734
-192
| -21% | -$182K | 0.54% | 23 |
|
|
2024
Q4 | $849K | Hold |
926
| – | – | 0.66% | 22 |
|
|
2024
Q3 | $822K | Sell |
926
-23
| -2% | -$20.4K | 0.62% | 23 |
|
|
2024
Q2 | $807K | Hold |
949
| – | – | 0.63% | 23 |
|
|
2024
Q1 | $696K | Sell |
949
-20
| -2% | -$14.7K | 0.57% | 23 |
|
|
2023
Q4 | $640K | Hold |
969
| – | – | 0.57% | 23 |
|
|
2023
Q3 | $548K | Sell |
969
-18
| -2% | -$10.2K | 0.55% | 27 |
|
|
2023
Q2 | $532K | Hold |
987
| – | – | 0.52% | 27 |
|
|
2023
Q1 | $490K | Sell |
987
-47
| -5% | -$23.3K | 0.5% | 27 |
|
|
2022
Q4 | $472K | Buy |
+1,034
| New | +$472K | 0.48% | 28 |
|