Fulcrum Equity 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 | $445K | Buy |
449
+20
| +5% | +$19.8K | 0.46% | 54 |
|
|
2025
Q1 | $406K | Sell |
429
-43
| -9% | -$40.7K | 0.44% | 55 |
|
|
2024
Q4 | $433K | Sell |
472
-161
| -25% | -$148K | 0.43% | 65 |
|
|
2024
Q3 | $561K | Buy |
633
+275
| +77% | +$244K | 0.47% | 66 |
|
|
2024
Q2 | $304K | Buy |
+358
| New | +$304K | 0.27% | 109 |
|
|
2022
Q1 | – | Sell |
-438
| Closed | -$249K | – | 123 |
|
|
2021
Q4 | $249K | Buy |
+438
| New | +$249K | 0.09% | 153 |
|