Howard Financial Services’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Buy |
943
+41
| +5% | +$40.6K | 0.12% | 66 |
|
|
2025
Q1 | $853K | Buy |
902
+5
| +0.6% | +$4.73K | 0.12% | 71 |
|
|
2024
Q4 | $822K | Buy |
897
+31
| +4% | +$28.4K | 0.11% | 74 |
|
|
2024
Q3 | $767K | Buy |
866
+1
| +0.1% | +$886 | 0.11% | 67 |
|
|
2024
Q2 | $735K | Hold |
865
| – | – | 0.12% | 65 |
|
|
2024
Q1 | $634K | Sell |
865
-5
| -0.6% | -$3.66K | 0.11% | 72 |
|
|
2023
Q4 | $574K | Buy |
870
+15
| +2% | +$9.9K | 0.11% | 74 |
|
|
2023
Q3 | $483K | Buy |
+855
| New | +$483K | 0.11% | 77 |
|