Independent Wealth Network’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.04M | Buy |
1,046
+4
| +0.4% | +$3.96K | 0.38% | 69 |
|
|
2025
Q1 | $986K | Sell |
1,042
-197
| -16% | -$186K | 0.39% | 67 |
|
|
2024
Q4 | $1.14M | Buy |
1,239
+31
| +3% | +$28.4K | 0.46% | 55 |
|
|
2024
Q3 | $1.07M | Sell |
1,208
-72
| -6% | -$63.8K | 0.47% | 49 |
|
|
2024
Q2 | $1.09M | Sell |
1,280
-1
| -0.1% | -$850 | 0.51% | 47 |
|
|
2024
Q1 | $939K | Buy |
1,281
+152
| +13% | +$111K | 0.44% | 56 |
|
|
2023
Q4 | $745K | Buy |
1,129
+64
| +6% | +$42.2K | 0.39% | 69 |
|
|
2023
Q3 | $602K | Buy |
1,065
+98
| +10% | +$55.4K | 0.37% | 69 |
|
|
2023
Q2 | $521K | Sell |
967
-4
| -0.4% | -$2.15K | 0.31% | 86 |
|
|
2023
Q1 | $482K | Buy |
971
+100
| +11% | +$49.7K | 0.31% | 77 |
|
|
2022
Q4 | $398K | Buy |
871
+95
| +12% | +$43.4K | 0.27% | 91 |
|
|
2022
Q3 | $366K | Buy |
776
+5
| +0.6% | +$2.36K | 0.29% | 94 |
|
|
2022
Q2 | $370K | Sell |
771
-87
| -10% | -$41.8K | 0.27% | 100 |
|
|
2022
Q1 | $494K | Buy |
858
+283
| +49% | +$163K | 0.31% | 87 |
|
|
2021
Q4 | $326K | Sell |
575
-125
| -18% | -$70.9K | 0.2% | 129 |
|
|
2021
Q3 | $352K | Buy |
+700
| New | +$352K | 0.23% | 121 |
|