KFS
Kaizen Financial Strategies’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.14M | Buy |
1,155
+36
| +3% | +$35.6K | 0.58% | 33 |
|
|
2025
Q1 | $1.06M | Buy |
1,119
+207
| +23% | +$196K | 0.61% | 30 |
|
|
2024
Q4 | $836K | Sell |
912
-153
| -14% | -$140K | 0.47% | 35 |
|
|
2024
Q3 | $945K | Buy |
1,065
+425
| +66% | +$377K | 0.55% | 32 |
|
|
2024
Q2 | $519K | Sell |
640
-30
| -4% | -$24.3K | 0.32% | 51 |
|
|
2024
Q1 | $491K | Buy |
670
+347
| +107% | +$254K | 0.33% | 55 |
|
|
2023
Q4 | $213K | Buy |
+323
| New | +$213K | 0.16% | 107 |
|