Genesis Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Hold |
240
| – | – | 0.18% | 54 |
|
|
2025
Q1 | $227K | Hold |
240
| – | – | 0.18% | 52 |
|
|
2024
Q4 | $220K | Buy |
+240
| New | +$220K | 0.19% | 55 |
|
|
2015
Q2 | $12.8K | Buy |
95
+43
| +83% | +$5.81K | 0.01% | 326 |
|
|
2015
Q1 | $7.81K | Hold |
52
| – | – | 0.01% | 364 |
|
|
2014
Q4 | $7.67K | Buy |
+52
| New | +$7.67K | 0.01% | 395 |
|