Lakeshore Financial Planning’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $557K | Hold |
562
| – | – | 0.22% | 35 |
|
|
2025
Q1 | $532K | Sell |
562
-106
| -16% | -$100K | 0.22% | 31 |
|
|
2024
Q4 | $612K | Hold |
668
| – | – | 0.26% | 28 |
|
|
2024
Q3 | $592K | Hold |
668
| – | – | 0.26% | 28 |
|
|
2024
Q2 | $568K | Hold |
668
| – | – | 0.28% | 26 |
|
|
2024
Q1 | $490K | Buy |
668
+1
| +0.1% | +$733 | 0.25% | 28 |
|
|
2023
Q4 | $440K | Buy |
667
+1
| +0.2% | +$660 | 0.24% | 30 |
|
|
2023
Q3 | $376K | Buy |
+666
| New | +$376K | 0.21% | 36 |
|