Founders Financial Alliance’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
1,401
+293
| +26% | +$290K | 0.32% | 76 |
|
|
2025
Q1 | $1.05M | Buy |
1,108
+17
| +2% | +$16.1K | 0.25% | 91 |
|
|
2024
Q4 | $1,000K | Sell |
1,091
-125
| -10% | -$115K | 0.27% | 83 |
|
|
2024
Q3 | $1.08M | Buy |
1,216
+9
| +0.7% | +$7.98K | 0.3% | 80 |
|
|
2024
Q2 | $1.03M | Buy |
1,207
+97
| +9% | +$82.4K | 0.3% | 81 |
|
|
2024
Q1 | $813K | Buy |
1,110
+10
| +0.9% | +$7.33K | 0.24% | 94 |
|
|
2023
Q4 | $726K | Buy |
1,100
+109
| +11% | +$72K | 0.28% | 81 |
|
|
2023
Q3 | $560K | Sell |
991
-72
| -7% | -$40.7K | 0.24% | 93 |
|
|
2023
Q2 | $572K | Buy |
1,063
+35
| +3% | +$18.8K | 0.23% | 95 |
|
|
2023
Q1 | $510K | Buy |
1,028
+87
| +9% | +$43.2K | 0.25% | 94 |
|
|
2022
Q4 | $430K | Sell |
941
-51
| -5% | -$23.3K | 0.2% | 118 |
|
|
2022
Q3 | $468K | Sell |
992
-3,179
| -76% | -$1.5M | 0.24% | 101 |
|
|
2022
Q2 | $2M | Buy |
4,171
+3,228
| +342% | +$1.55M | 1.01% | 18 |
|
|
2022
Q1 | $543K | Sell |
943
-7
| -0.7% | -$4.03K | 0.24% | 95 |
|
|
2021
Q4 | $540K | Sell |
950
-22
| -2% | -$12.5K | 0.22% | 108 |
|
|
2021
Q3 | $437K | Buy |
972
+66
| +7% | +$29.7K | 0.2% | 114 |
|
|
2021
Q2 | $360K | Buy |
906
+79
| +10% | +$31.4K | 0.16% | 143 |
|
|
2021
Q1 | $301K | Sell |
827
-29
| -3% | -$10.6K | 0.15% | 161 |
|
|
2020
Q4 | $325K | Buy |
856
+227
| +36% | +$86.2K | 0.18% | 129 |
|
|
2020
Q3 | $225K | Buy |
+629
| New | +$225K | 0.13% | 141 |
|