Ledgewood Wealth Advisors’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $406K | Hold |
410
| – | – | 0.26% | 47 |
|
|
2025
Q1 | $388K | Hold |
410
| – | – | 0.25% | 46 |
|
|
2024
Q4 | $376K | Sell |
410
-125
| -23% | -$115K | 0.24% | 51 |
|
|
2024
Q3 | $474K | Hold |
535
| – | – | 0.32% | 39 |
|
|
2024
Q2 | $455K | Hold |
535
| – | – | 0.39% | 34 |
|
|
2024
Q1 | $392K | Hold |
535
| – | – | 0.36% | 37 |
|
|
2023
Q4 | $353K | Buy |
+535
| New | +$353K | 0.33% | 43 |
|