JPL 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 | $6.93M | Sell |
7,005
-64
| -0.9% | -$63.4K | 1.87% | 10 |
|
|
2025
Q1 | $6.69M | Sell |
7,069
-140
| -2% | -$132K | 1.91% | 9 |
|
|
2024
Q4 | $6.61M | Buy |
+7,209
| New | +$6.61M | 1.89% | 10 |
|
|
2024
Q2 | $4.69M | Buy |
5,514
+707
| +15% | +$601K | 2.3% | 6 |
|
|
2024
Q1 | $3.52M | Buy |
4,807
+823
| +21% | +$603K | 1.94% | 8 |
|
|
2023
Q4 | $2.63M | Buy |
+3,984
| New | +$2.63M | 1.89% | 9 |
|