Golden State Wealth 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 | $3.84M | Sell |
3,882
-217
| -5% | -$215K | 0.47% | 39 |
|
|
2025
Q1 | $3.88M | Buy |
4,099
+31
| +0.8% | +$29.3K | 0.58% | 36 |
|
|
2024
Q4 | $3.73M | Buy |
+4,068
| New | +$3.73M | 0.56% | 35 |
|
|
2022
Q1 | $2.81M | Sell |
4,872
-545
| -10% | -$314K | 0.55% | 34 |
|
|
2021
Q4 | $3.08M | Buy |
5,417
+21
| +0.4% | +$11.9K | 0.53% | 37 |
|
|
2021
Q3 | $2.43M | Sell |
5,396
-37
| -0.7% | -$16.6K | 0.53% | 33 |
|
|
2021
Q2 | $2.15M | Buy |
5,433
+1,608
| +42% | +$636K | 0.47% | 40 |
|
|
2021
Q1 | $1.35M | Sell |
3,825
-358
| -9% | -$126K | 0.44% | 41 |
|
|
2020
Q4 | $1.58M | Buy |
4,183
+673
| +19% | +$254K | 0.46% | 43 |
|
|
2020
Q3 | $1.25M | Sell |
3,510
-288
| -8% | -$102K | 0.42% | 39 |
|
|
2020
Q2 | $1.15M | Sell |
3,798
-34
| -0.9% | -$10.3K | 0.37% | 48 |
|
|
2020
Q1 | $1.09M | Buy |
+3,832
| New | +$1.09M | 0.48% | 36 |
|
|
2019
Q4 | – | Sell |
-3,866
| Closed | -$1.11M | – | 209 |
|
|
2019
Q3 | $1.11M | Sell |
3,866
-205
| -5% | -$59.1K | 0.37% | 53 |
|
|
2019
Q2 | $1.08M | Buy |
4,071
+117
| +3% | +$30.9K | 0.34% | 61 |
|
|
2019
Q1 | $957K | Buy |
+3,954
| New | +$957K | 0.32% | 65 |
|