JDM Financial Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Hold |
235
| – | – | 0.11% | 52 |
|
|
2025
Q1 | $222K | Buy |
235
+62
| +36% | +$58.6K | 0.11% | 52 |
|
|
2024
Q4 | $159K | Sell |
173
-6
| -3% | -$5.5K | 0.08% | 50 |
|
|
2024
Q3 | $159K | Buy |
179
+6
| +3% | +$5.32K | 0.09% | 53 |
|
|
2024
Q2 | $147K | Hold |
173
| – | – | 0.1% | 51 |
|
|
2024
Q1 | $127K | Hold |
173
| – | – | 0.09% | 47 |
|
|
2023
Q4 | $114K | Hold |
173
| – | – | 0.09% | 45 |
|
|
2023
Q3 | $97.7K | Hold |
173
| – | – | 0.09% | 46 |
|
|
2023
Q2 | $93.1K | Hold |
173
| – | – | 0.08% | 49 |
|
|
2023
Q1 | $86K | Hold |
173
| – | – | 0.08% | 50 |
|
|
2022
Q4 | $79K | Buy |
+173
| New | +$79K | 0.08% | 52 |
|