Golden Road 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 | $225K | Buy |
227
+12
| +6% | +$11.9K | 0.15% | 41 |
|
2025
Q1 | $203K | Sell |
215
-4
| -2% | -$3.78K | 0.16% | 38 |
|
2024
Q4 | $201K | Sell |
219
-31
| -12% | -$28.4K | 0.15% | 39 |
|
2024
Q3 | $222K | Buy |
250
+3
| +1% | +$2.66K | 0.17% | 37 |
|
2024
Q2 | $219K | Buy |
+247
| New | +$219K | 0.18% | 36 |
|