Kowal Investment Group’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $905K | Sell |
1,021
-24
| -2% | -$21.3K | 0.17% | 82 |
|
|
2024
Q2 | $888K | Buy |
1,045
+91
| +10% | +$77.4K | 0.18% | 76 |
|
|
2024
Q1 | $699K | Buy |
954
+48
| +5% | +$35.2K | 0.15% | 82 |
|
|
2023
Q4 | $598K | Buy |
906
+83
| +10% | +$54.8K | 0.14% | 83 |
|
|
2023
Q3 | $465K | Buy |
823
+10
| +1% | +$5.65K | 0.13% | 89 |
|
|
2023
Q2 | $438K | Buy |
813
+41
| +5% | +$22.1K | 0.12% | 87 |
|
|
2023
Q1 | $384K | Buy |
772
+74
| +11% | +$36.8K | 0.11% | 93 |
|
|
2022
Q4 | $319K | Sell |
698
-15
| -2% | -$6.85K | 0.1% | 111 |
|
|
2022
Q3 | $337K | Buy |
713
+55
| +8% | +$26K | 0.11% | 92 |
|
|
2022
Q2 | $316K | Buy |
658
+76
| +13% | +$36.5K | 0.1% | 99 |
|
|
2022
Q1 | $335K | Buy |
582
+99
| +20% | +$57K | 0.1% | 86 |
|
|
2021
Q4 | $274K | Buy |
483
+177
| +58% | +$100K | 0.08% | 86 |
|
|
2021
Q3 | $138K | Buy |
+306
| New | +$138K | 0.04% | 122 |
|