Goodman Advisory Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $415K | Hold |
419
| – | – | 0.14% | 45 |
|
|
2025
Q1 | $396K | Buy |
+419
| New | +$396K | 0.12% | 65 |
|
|
2024
Q4 | – | Sell |
-525
| Closed | -$466K | – | 76 |
|
|
2024
Q3 | $466K | Hold |
525
| – | – | 0.13% | 62 |
|
|
2024
Q2 | $446K | Sell |
525
-1,389
| -73% | -$1.18M | 0.13% | 64 |
|
|
2024
Q1 | $1.4M | Sell |
1,914
-15
| -0.8% | -$11K | 0.44% | 48 |
|
|
2023
Q4 | $1.27M | Buy |
1,929
+1,487
| +336% | +$982K | 0.43% | 44 |
|
|
2023
Q3 | $250K | Sell |
442
-70
| -14% | -$39.6K | 0.09% | 62 |
|
|
2023
Q2 | $276K | Hold |
512
| – | – | 0.1% | 54 |
|
|
2023
Q1 | $254K | Hold |
512
| – | – | 0.14% | 43 |
|
|
2022
Q4 | $234K | Hold |
512
| – | – | 0.14% | 42 |
|
|
2022
Q3 | $242K | Sell |
512
-23
| -4% | -$10.9K | 0.13% | 44 |
|
|
2022
Q2 | $256K | Hold |
535
| – | – | 0.11% | 41 |
|
|
2022
Q1 | $308K | Buy |
535
+23
| +4% | +$13.2K | 0.11% | 55 |
|
|
2021
Q4 | $291K | Buy |
+512
| New | +$291K | 0.1% | 56 |
|