KMS Financial Services’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
$2.38M Sell
19,037
-1,280
-6% -$160K 0.33% 67
2014
Q2
$2.34M Buy
20,317
+230
+1% +$26.5K 0.33% 68
2014
Q1
$2.24M Sell
20,087
-339
-2% -$37.9K 0.35% 63
2013
Q4
$2.43M Buy
20,426
+1,565
+8% +$186K 0.41% 52
2013
Q3
$2.17M Buy
18,861
+3,530
+23% +$407K 0.53% 40
2013
Q2
$1.7M Buy
+15,331
New +$1.7M 0.47% 43