Insight Wealth Partners’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $279K | Buy |
282
+48
| +21% | +$47.5K | 0.11% | 89 |
|
|
2025
Q1 | $221K | Sell |
234
-46
| -16% | -$43.5K | 0.04% | 101 |
|
|
2024
Q4 | $257K | Sell |
280
-100
| -26% | -$91.6K | 0.04% | 82 |
|
|
2024
Q3 | $337K | Buy |
+380
| New | +$337K | 0.07% | 76 |
|
|
2022
Q2 | – | Sell |
-526
| Closed | -$303K | – | 61 |
|
|
2022
Q1 | $303K | Sell |
526
-193
| -27% | -$111K | 0.17% | 56 |
|
|
2021
Q4 | $408K | Buy |
+719
| New | +$408K | 0.08% | 51 |
|