Koa 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 | $315K | Hold |
318
| – | – | 0.25% | 48 |
|
|
2025
Q1 | $301K | Sell |
318
-10
| -3% | -$9.45K | 0.24% | 43 |
|
|
2024
Q4 | $300K | Sell |
328
-33
| -9% | -$30.2K | 0.25% | 43 |
|
|
2024
Q3 | $320K | Hold |
361
| – | – | 0.25% | 43 |
|
|
2024
Q2 | $307K | Hold |
361
| – | – | 0.26% | 43 |
|
|
2024
Q1 | $264K | Buy |
361
+37
| +11% | +$27.1K | 0.24% | 44 |
|
|
2023
Q4 | $214K | Buy |
+324
| New | +$214K | 0.21% | 45 |
|