Jupiter 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 | $821K | Buy |
839
+190
| +29% | +$186K | 0.41% | 51 |
|
|
2025
Q1 | $671K | Buy |
649
+71
| +12% | +$73.4K | 0.41% | 48 |
|
|
2024
Q4 | $530K | Hold |
578
| – | – | 0.27% | 62 |
|
|
2024
Q3 | $512K | Hold |
578
| – | – | 0.26% | 64 |
|
|
2024
Q2 | $475K | Buy |
578
+103
| +22% | +$84.7K | 0.25% | 65 |
|
|
2024
Q1 | $363K | Buy |
+475
| New | +$363K | 0.19% | 67 |
|