JBR Co Financial 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 | $1.41M | Hold |
1,420
| – | – | 0.69% | 39 |
|
|
2025
Q1 | $1.34M | Hold |
1,420
| – | – | 0.79% | 39 |
|
|
2024
Q4 | $1.3M | Buy |
1,420
+1
| +0.1% | +$916 | 0.79% | 35 |
|
|
2024
Q3 | $1.26M | Hold |
1,419
| – | – | 0.82% | 31 |
|
|
2024
Q2 | $1.21M | Buy |
1,419
+4
| +0.3% | +$3.4K | 0.85% | 28 |
|
|
2024
Q1 | $1.04M | Hold |
1,415
| – | – | 0.83% | 33 |
|
|
2023
Q4 | $934K | Buy |
+1,415
| New | +$934K | 0.88% | 31 |
|