Lee Capital Management’s Costco COST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | $942K | Hold |
5,000
| – | – | 0.71% | 53 |
|
|
2017
Q4 | $931K | Sell |
5,000
-3,500
| -41% | -$652K | 0.79% | 48 |
|
|
2017
Q3 | $1.4M | Hold |
8,500
| – | – | 1.13% | 41 |
|
|
2017
Q2 | $1.36M | Buy |
8,500
+2,500
| +42% | +$400K | 1.21% | 35 |
|
|
2017
Q1 | $1.01M | Buy |
6,000
+1,000
| +20% | +$168K | 0.9% | 50 |
|
|
2016
Q4 | $801K | Buy |
+5,000
| New | +$801K | 0.75% | 53 |
|