KCFA
Key Client Fiduciary Advisors’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Sell |
776
-67
| -8% | -$66.3K | 0.31% | 72 |
|
|
2025
Q1 | $797K | Buy |
843
+47
| +6% | +$44.4K | 0.36% | 59 |
|
|
2024
Q4 | $729K | Buy |
796
+59
| +8% | +$54K | 0.32% | 70 |
|
|
2024
Q3 | $654K | Sell |
737
-15
| -2% | -$13.3K | 0.29% | 77 |
|
|
2024
Q2 | $639K | Sell |
752
-3
| -0.4% | -$2.55K | 0.32% | 72 |
|
|
2024
Q1 | $553K | Buy |
755
+121
| +19% | +$88.7K | 0.29% | 78 |
|
|
2023
Q4 | $418K | Sell |
634
-13
| -2% | -$8.58K | 0.24% | 103 |
|
|
2023
Q3 | $366K | Hold |
647
| – | – | 0.22% | 111 |
|
|
2023
Q2 | $348K | Sell |
647
-16
| -2% | -$8.62K | 0.2% | 113 |
|
|
2023
Q1 | $329K | Sell |
663
-11
| -2% | -$5.46K | 0.21% | 111 |
|
|
2022
Q4 | $308K | Buy |
674
+80
| +13% | +$36.5K | 0.21% | 111 |
|
|
2022
Q3 | $281K | Buy |
594
+51
| +9% | +$24.1K | 0.25% | 81 |
|
|
2022
Q2 | $260K | Buy |
543
+15
| +3% | +$7.18K | 0.25% | 90 |
|
|
2022
Q1 | $304K | Buy |
528
+21
| +4% | +$12.1K | 0.24% | 91 |
|
|
2021
Q4 | $288K | Buy |
+507
| New | +$288K | 0.24% | 97 |
|