Founders Financial Securities’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
3,541
-66
| -2% | -$65.3K | 0.27% | 82 |
|
|
2025
Q1 | $3.53M | Buy |
3,607
+51
| +1% | +$49.9K | 0.3% | 72 |
|
|
2024
Q4 | $3.26M | Buy |
3,556
+94
| +3% | +$86.1K | 0.29% | 70 |
|
|
2024
Q3 | $3.07M | Sell |
3,462
-115
| -3% | -$102K | 0.28% | 75 |
|
|
2024
Q2 | $3.04M | Buy |
3,577
+4
| +0.1% | +$3.4K | 0.29% | 76 |
|
|
2024
Q1 | $2.62M | Sell |
3,573
-1,330
| -27% | -$975K | 0.27% | 75 |
|
|
2023
Q4 | $3.24M | Buy |
4,903
+1,333
| +37% | +$880K | 0.36% | 61 |
|
|
2023
Q3 | $2.02M | Sell |
3,570
-106
| -3% | -$59.9K | 0.26% | 77 |
|
|
2023
Q2 | $1.98M | Sell |
3,676
-353
| -9% | -$190K | 0.26% | 77 |
|
|
2023
Q1 | $2M | Buy |
4,029
+636
| +19% | +$316K | 0.29% | 78 |
|
|
2022
Q4 | $1.55M | Sell |
3,393
-16
| -0.5% | -$7.3K | 0.24% | 88 |
|
|
2022
Q3 | $1.61M | Sell |
3,409
-379
| -10% | -$179K | 0.28% | 79 |
|
|
2022
Q2 | $1.82M | Buy |
3,788
+237
| +7% | +$114K | 0.35% | 64 |
|
|
2022
Q1 | $2.05M | Sell |
3,551
-3
| -0.1% | -$1.73K | 0.36% | 67 |
|
|
2021
Q4 | $2.02M | Sell |
3,554
-132
| -4% | -$75K | 0.36% | 64 |
|
|
2021
Q3 | $1.66M | Sell |
3,686
-114
| -3% | -$51.2K | 0.33% | 65 |
|
|
2021
Q2 | $1.5M | Buy |
3,800
+475
| +14% | +$188K | 0.3% | 74 |
|
|
2021
Q1 | $1.17M | Buy |
3,325
+1,283
| +63% | +$452K | 0.27% | 74 |
|
|
2020
Q4 | $769K | Buy |
2,042
+1,381
| +209% | +$520K | 0.18% | 100 |
|
|
2020
Q3 | $235K | Buy |
+661
| New | +$235K | 0.07% | 146 |
|