Fulcrum Asset Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | – | – | 129 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 56 |
|
|
2021
Q1 | – | Hold |
0
| – | -$2.73M | – | 190 |
|
|
2020
Q4 | – | Hold |
0
| – | -$632K | – | 30 |
|
|
2020
Q3 | – | Sell |
-8,337
| Closed | -$2.73M | – | 87 |
|
|
2020
Q2 | $2.73M | Buy |
+8,337
| New | +$2.73M | 0.91% | 30 |
|