Lakeridge 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 | $705K | Sell |
713
-1
| -0.1% | -$989 | 0.32% | 52 |
|
|
2025
Q1 | $675K | Sell |
714
-37
| -5% | -$35K | 0.34% | 53 |
|
|
2024
Q4 | $688K | Buy |
751
+51
| +7% | +$46.7K | 0.36% | 49 |
|
|
2024
Q3 | $621K | Sell |
700
-17
| -2% | -$15.1K | 0.34% | 58 |
|
|
2024
Q2 | $609K | Buy |
717
+4
| +0.6% | +$3.4K | 0.37% | 54 |
|
|
2024
Q1 | $523K | Sell |
713
-50
| -7% | -$36.7K | 0.34% | 61 |
|
|
2023
Q4 | $504K | Buy |
+763
| New | +$504K | 0.36% | 58 |
|