Householder Group Estate & Retirement Specialist’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $5.64M | Sell |
6,160
-4,020
| -39% | -$3.68M | 4.22% | 4 |
|
|
2024
Q3 | $9.02M | Sell |
10,180
-6,115
| -38% | -$5.42M | 2.63% | 6 |
|
|
2024
Q2 | $13.9M | Sell |
16,295
-272
| -2% | -$231K | 3.89% | 3 |
|
|
2024
Q1 | $12.1M | Buy |
16,567
+14
| +0.1% | +$10.3K | 3.61% | 3 |
|
|
2023
Q4 | $10.9M | Buy |
16,553
+504
| +3% | +$333K | 3.59% | 3 |
|
|
2023
Q3 | $9.07M | Buy |
+16,049
| New | +$9.07M | 3.27% | 6 |
|
|
2023
Q1 | $8.19M | Sell |
16,473
-344
| -2% | -$171K | 3.14% | 5 |
|
|
2022
Q4 | $7.68M | Sell |
16,817
-455
| -3% | -$208K | 11.45% | 2 |
|
|
2022
Q3 | $8.16M | Buy |
17,272
+707
| +4% | +$334K | 3.36% | 5 |
|
|
2022
Q2 | $7.94M | Buy |
16,565
+168
| +1% | +$80.5K | 3.55% | 6 |
|
|
2022
Q1 | $9.44M | Buy |
16,397
+460
| +3% | +$265K | 3.81% | 5 |
|
|
2021
Q4 | $9.05M | Buy |
+15,937
| New | +$9.05M | 3.37% | 5 |
|