Freedman Financial Associates’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-387
| Closed | -$223K | – | 85 |
|
|
2022
Q1 | $223K | Hold |
387
| – | – | 0.15% | 73 |
|
|
2021
Q4 | $220K | Sell |
387
-42
| -10% | -$23.9K | 0.15% | 71 |
|
|
2021
Q3 | $193K | Buy |
429
+174
| +68% | +$78.3K | 0.14% | 71 |
|
|
2021
Q2 | $101K | Hold |
255
| – | – | 0.08% | 110 |
|
|
2021
Q1 | $90K | Hold |
255
| – | – | 0.07% | 115 |
|
|
2020
Q4 | $96K | Buy |
+255
| New | +$96K | 0.09% | 100 |
|