Heck Capital 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 | $323K | Buy |
326
+293
| +888% | +$290K | 0.03% | 160 |
|
|
2025
Q1 | $31.2K | Hold |
33
| – | – | ﹤0.01% | 177 |
|
|
2024
Q4 | $30.2K | Hold |
33
| – | – | ﹤0.01% | 176 |
|
|
2024
Q3 | $29.3K | Sell |
33
-12
| -27% | -$10.6K | ﹤0.01% | 170 |
|
|
2024
Q2 | $38.3K | Hold |
45
| – | – | ﹤0.01% | 160 |
|
|
2024
Q1 | $33K | Hold |
45
| – | – | 0.01% | 163 |
|
|
2023
Q4 | $29.7K | Hold |
45
| – | – | ﹤0.01% | 158 |
|
|
2023
Q3 | $25.4K | Buy |
+45
| New | +$25.4K | ﹤0.01% | 155 |
|