Kolinsky Wealth Management’s Costco COST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.04M Buy
1,134
+36
+3% +$33K 0.63% 22
2024
Q3
$973K Sell
1,098
-18
-2% -$16K 0.63% 25
2024
Q2
$948K Sell
1,116
-31
-3% -$26.3K 0.68% 24
2024
Q1
$841K Buy
1,147
+180
+19% +$132K 0.64% 27
2023
Q4
$639K Sell
967
-26
-3% -$17.2K 0.56% 34
2023
Q3
$561K Sell
993
-47
-5% -$26.6K 0.56% 34
2023
Q2
$553K Buy
1,040
+34
+3% +$18.1K 0.52% 34
2023
Q1
$500K Sell
1,006
-98
-9% -$48.7K 0.53% 38
2022
Q4
$504K Sell
1,104
-18
-2% -$8.22K 0.58% 33
2022
Q3
$530K Buy
1,122
+200
+22% +$94.5K 0.66% 23
2022
Q2
$442K Buy
922
+98
+12% +$47K 0.52% 38
2022
Q1
$475K Buy
824
+137
+20% +$79K 0.47% 39
2021
Q4
$390K Buy
+687
New +$390K 0.36% 59