Gen-Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
1,134
+37
| +3% | +$36.6K | 0.43% | 57 |
|
|
2025
Q1 | $1.04M | Buy |
1,097
+99
| +10% | +$93.6K | 0.43% | 57 |
|
|
2024
Q4 | $914K | Buy |
998
+174
| +21% | +$159K | 0.39% | 57 |
|
|
2024
Q3 | $724K | Buy |
824
+185
| +29% | +$163K | 0.32% | 72 |
|
|
2024
Q2 | $543K | Sell |
639
-28
| -4% | -$23.8K | 0.26% | 91 |
|
|
2024
Q1 | $489K | Buy |
+667
| New | +$489K | 0.24% | 105 |
|