Interactive Financial 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 | $209K | Buy |
+211
| New | +$209K | 0.1% | 86 |
|
|
2023
Q1 | – | Sell |
-230
| Closed | -$105K | – | 90 |
|
|
2022
Q4 | $105K | Hold |
230
| – | – | 0.06% | 108 |
|
|
2022
Q3 | $109K | Hold |
230
| – | – | 0.06% | 103 |
|
|
2022
Q2 | $110K | Buy |
230
+33
| +17% | +$15.8K | 0.06% | 93 |
|
|
2022
Q1 | $113K | Hold |
197
| – | – | 0.05% | 105 |
|
|
2021
Q4 | $112K | Hold |
197
| – | – | 0.04% | 104 |
|
|
2021
Q3 | $89K | Hold |
197
| – | – | 0.04% | 103 |
|
|
2021
Q2 | $78K | Hold |
197
| – | – | 0.03% | 111 |
|
|
2021
Q1 | $69K | Hold |
197
| – | – | 0.03% | 113 |
|
|
2020
Q4 | $74K | Buy |
+197
| New | +$74K | 0.03% | 99 |
|