Iron Horse Wealth Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.2K | Sell |
77
-1
| -1% | -$990 | 0.02% | 111 |
|
|
2025
Q1 | $73.8K | Sell |
78
-9
| -10% | -$8.51K | 0.02% | 95 |
|
|
2024
Q4 | $79.7K | Hold |
87
| – | – | 0.03% | 82 |
|
|
2024
Q3 | $77.1K | Buy |
87
+15
| +21% | +$13.3K | 0.03% | 85 |
|
|
2024
Q2 | $61.2K | Hold |
72
| – | – | 0.02% | 86 |
|
|
2024
Q1 | $52.7K | Hold |
72
| – | – | 0.02% | 84 |
|
|
2023
Q4 | $47.5K | Sell |
72
-17
| -19% | -$11.2K | 0.02% | 83 |
|
|
2023
Q3 | $50.3K | Buy |
89
+80
| +889% | +$45.2K | 0.02% | 79 |
|
|
2023
Q2 | $4.85K | Hold |
9
| – | – | ﹤0.01% | 188 |
|
|
2023
Q1 | $4.47K | Buy |
9
+4
| +80% | +$1.99K | ﹤0.01% | 210 |
|
|
2022
Q4 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 196 |
|
|
2022
Q3 | – | Sell |
-5
| Closed | -$2K | – | 169 |
|
|
2022
Q2 | $2K | Hold |
5
| – | – | ﹤0.01% | 191 |
|
|
2022
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 179 |
|
|
2021
Q4 | $3K | Buy |
+5
| New | +$3K | ﹤0.01% | 160 |
|