Insight 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 | $3.31M | Sell |
3,340
-31
| -0.9% | -$30.7K | 0.53% | 33 |
|
|
2025
Q1 | $3.19M | Buy |
3,371
+86
| +3% | +$81.4K | 0.55% | 29 |
|
|
2024
Q4 | $3.03M | Buy |
3,285
+8
| +0.2% | +$7.38K | 0.51% | 32 |
|
|
2024
Q3 | $2.9M | Buy |
3,277
+247
| +8% | +$219K | 0.5% | 32 |
|
|
2024
Q2 | $2.58M | Buy |
3,030
+37
| +1% | +$31.5K | 0.47% | 36 |
|
|
2024
Q1 | $2.19M | Buy |
2,993
+257
| +9% | +$188K | 0.42% | 40 |
|
|
2023
Q4 | $1.81M | Buy |
2,736
+15
| +0.6% | +$9.91K | 0.38% | 42 |
|
|
2023
Q3 | $1.54M | Sell |
2,721
-76
| -3% | -$42.9K | 0.35% | 46 |
|
|
2023
Q2 | $1.51M | Sell |
2,797
-40
| -1% | -$21.5K | 0.34% | 45 |
|
|
2023
Q1 | $1.41M | Sell |
2,837
-437
| -13% | -$217K | 0.33% | 51 |
|
|
2022
Q4 | $1.48M | Buy |
3,274
+1,234
| +60% | +$559K | 0.52% | 45 |
|
|
2022
Q3 | $963K | Buy |
2,040
+51
| +3% | +$24.1K | 0.38% | 68 |
|
|
2022
Q2 | $1.07M | Buy |
1,989
+21
| +1% | +$11.3K | 0.36% | 73 |
|
|
2022
Q1 | $1.13M | Buy |
1,968
+271
| +16% | +$156K | 0.34% | 80 |
|
|
2021
Q4 | $963K | Sell |
1,697
-76
| -4% | -$43.1K | 0.28% | 92 |
|
|
2021
Q3 | $914K | Buy |
1,773
+41
| +2% | +$21.1K | 0.27% | 101 |
|
|
2021
Q2 | $743K | Sell |
1,732
-51
| -3% | -$21.9K | 0.23% | 113 |
|
|
2021
Q1 | $663K | Sell |
1,783
-70
| -4% | -$26K | 0.21% | 127 |
|
|
2020
Q4 | $698K | Buy |
+1,853
| New | +$698K | 0.26% | 100 |
|