Inspirion Wealth 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 | $908K | Buy |
918
+4
| +0.4% | +$3.96K | 0.12% | 66 |
|
|
2025
Q1 | $865K | Buy |
914
+60
| +7% | +$56.8K | 0.12% | 64 |
|
|
2024
Q4 | $787K | Buy |
854
+7
| +0.8% | +$6.45K | 0.11% | 72 |
|
|
2024
Q3 | $751K | Buy |
847
+125
| +17% | +$111K | 0.11% | 70 |
|
|
2024
Q2 | $614K | Buy |
722
+46
| +7% | +$39.1K | 0.09% | 80 |
|
|
2024
Q1 | $495K | Buy |
676
+69
| +11% | +$50.6K | 0.08% | 89 |
|
|
2023
Q4 | $395K | Buy |
607
+60
| +11% | +$39K | 0.07% | 97 |
|
|
2023
Q3 | $309K | Buy |
547
+5
| +0.9% | +$2.83K | 0.06% | 107 |
|
|
2023
Q2 | $292K | Buy |
+542
| New | +$292K | 0.06% | 111 |
|