Keener Financial Planning’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10K | Hold |
11
| – | – | 0.01% | 158 |
|
|
2025
Q1 | $10K | Hold |
11
| – | – | 0.01% | 121 |
|
|
2024
Q4 | $10K | Hold |
11
| – | – | 0.01% | 132 |
|
|
2024
Q3 | $9K | Sell |
11
-11
| -50% | -$9K | 0.01% | 133 |
|
|
2024
Q2 | $18K | Sell |
22
-9
| -29% | -$7.36K | 0.01% | 119 |
|
|
2024
Q1 | $23K | Buy |
31
+20
| +182% | +$14.8K | 0.02% | 117 |
|
|
2023
Q4 | $7K | Buy |
+11
| New | +$7K | 0.01% | 155 |
|