Gupta Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $908K | Buy |
5,760
+307
| +6% | +$48.4K | 0.21% | 97 |
|
|
2015
Q4 | $881K | Sell |
5,453
-761
| -12% | -$123K | 0.22% | 96 |
|
|
2015
Q3 | $898K | Sell |
6,214
-83
| -1% | -$12K | 0.22% | 93 |
|
|
2015
Q2 | $851K | Buy |
6,297
+357
| +6% | +$48.2K | 0.21% | 101 |
|
|
2015
Q1 | $900K | Buy |
+5,940
| New | +$900K | 0.26% | 90 |
|