KFG 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 | $784K | Buy |
792
+44
| +6% | +$43.6K | 0.13% | 92 |
|
|
2025
Q1 | $708K | Sell |
748
-101
| -12% | -$95.6K | 0.13% | 88 |
|
|
2024
Q4 | $778K | Buy |
849
+1
| +0.1% | +$916 | 0.15% | 76 |
|
|
2024
Q3 | $752K | Buy |
848
+25
| +3% | +$22.2K | 0.16% | 81 |
|
|
2024
Q2 | $699K | Buy |
823
+10
| +1% | +$8.5K | 0.28% | 69 |
|
|
2024
Q1 | $595K | Sell |
813
-59
| -7% | -$43.2K | 0.24% | 76 |
|
|
2023
Q4 | $576K | Sell |
872
-42
| -5% | -$27.7K | 0.26% | 66 |
|
|
2023
Q3 | $516K | Buy |
914
+107
| +13% | +$60.5K | 0.28% | 70 |
|
|
2023
Q2 | $434K | Buy |
807
+290
| +56% | +$156K | 0.25% | 64 |
|
|
2023
Q1 | $257K | Buy |
+517
| New | +$257K | 0.18% | 71 |
|