Insight Inv LLC’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $567K | Sell |
573
-14,241
| -96% | -$14.1M | 0.38% | 66 |
|
|
2025
Q1 | $625K | Buy |
14,814
+14,100
| +1,975% | +$595K | 0.43% | 64 |
|
|
2024
Q4 | $654K | Buy |
714
+125
| +21% | +$115K | 0.46% | 58 |
|
|
2024
Q3 | $522K | Buy |
589
+85
| +17% | +$75.4K | 0.44% | 58 |
|
|
2024
Q2 | $428K | Hold |
504
| – | – | 0.37% | 60 |
|
|
2024
Q1 | $369K | Hold |
504
| – | – | 0.32% | 62 |
|
|
2023
Q4 | $333K | Hold |
504
| – | – | 0.33% | 63 |
|
|
2023
Q3 | $285K | Sell |
504
-21
| -4% | -$11.9K | 0.32% | 64 |
|
|
2023
Q2 | $283K | Sell |
525
-12
| -2% | -$6.46K | 0.29% | 64 |
|
|
2023
Q1 | $267K | Hold |
537
| – | – | 0.29% | 65 |
|
|
2022
Q4 | $245K | Sell |
537
-4
| -0.7% | -$1.83K | 0.25% | 72 |
|
|
2022
Q3 | $255K | Hold |
541
| – | – | 0.28% | 71 |
|
|
2022
Q2 | $259K | Hold |
541
| – | – | 0.26% | 70 |
|
|
2022
Q1 | $312K | Sell |
541
-10
| -2% | -$5.77K | 0.28% | 71 |
|
|
2021
Q4 | $313K | Buy |
+551
| New | +$313K | 0.29% | 74 |
|