Laurel Wealth Planning’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-52
| Closed | -$23.7K | – | 87 |
|
|
2022
Q4 | $23.7K | Hold |
52
| – | – | 0.02% | 125 |
|
|
2022
Q3 | $25K | Hold |
52
| – | – | 0.02% | 121 |
|
|
2022
Q2 | $25K | Hold |
52
| – | – | 0.02% | 130 |
|
|
2022
Q1 | $30K | Hold |
52
| – | – | 0.02% | 140 |
|
|
2021
Q4 | $30K | Buy |
52
+10
| +24% | +$5.77K | 0.02% | 101 |
|
|
2021
Q3 | $19K | Buy |
+42
| New | +$19K | 0.02% | 112 |
|