LF
Lee Financial’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
1,233
+90
| +8% | +$89.1K | 0.18% | 68 |
|
|
2025
Q1 | $1.08M | Sell |
1,143
-109
| -9% | -$103K | 0.17% | 66 |
|
|
2024
Q4 | $1.15M | Sell |
1,252
-3
| -0.2% | -$2.75K | 0.16% | 70 |
|
|
2024
Q3 | $1.11M | Sell |
1,255
-212
| -14% | -$188K | 0.16% | 73 |
|
|
2024
Q2 | $1.25M | Sell |
1,467
-385
| -21% | -$327K | 0.2% | 55 |
|
|
2024
Q1 | $1.36M | Sell |
1,852
-36
| -2% | -$26.4K | 0.23% | 53 |
|
|
2023
Q4 | $1.25M | Buy |
1,888
+1,067
| +130% | +$709K | 0.22% | 54 |
|
|
2023
Q3 | $464K | Buy |
821
+28
| +4% | +$15.8K | 0.09% | 85 |
|
|
2023
Q2 | $427K | Sell |
793
-330
| -29% | -$178K | 0.07% | 92 |
|
|
2023
Q1 | $558K | Sell |
1,123
-271
| -19% | -$135K | 0.1% | 81 |
|
|
2022
Q4 | $636K | Buy |
1,394
+400
| +40% | +$183K | 0.11% | 86 |
|
|
2022
Q3 | $469K | Buy |
994
+440
| +79% | +$208K | 0.09% | 93 |
|
|
2022
Q2 | $266K | Sell |
554
-37
| -6% | -$17.8K | 0.05% | 129 |
|
|
2022
Q1 | $340K | Buy |
591
+7
| +1% | +$4.03K | 0.06% | 115 |
|
|
2021
Q4 | $332K | Buy |
584
+40
| +7% | +$22.7K | 0.06% | 119 |
|
|
2021
Q3 | $244K | Sell |
544
-111
| -17% | -$49.8K | 0.05% | 125 |
|
|
2021
Q2 | $259K | Hold |
655
| – | – | 0.05% | 124 |
|
|
2021
Q1 | $231K | Hold |
655
| – | – | 0.05% | 126 |
|
|
2020
Q4 | $247K | Hold |
655
| – | – | 0.06% | 116 |
|
|
2020
Q3 | $233K | Buy |
655
+100
| +18% | +$35.6K | 0.07% | 116 |
|
|
2020
Q2 | $168K | Hold |
555
| – | – | 0.05% | 126 |
|
|
2020
Q1 | $158K | Hold |
555
| – | – | 0.05% | 113 |
|
|
2019
Q4 | $163K | Hold |
555
| – | – | 0.04% | 129 |
|
|
2019
Q3 | $160K | Hold |
555
| – | – | 0.04% | 130 |
|
|
2019
Q2 | $147K | Hold |
555
| – | – | 0.03% | 146 |
|
|
2019
Q1 | $134K | Hold |
555
| – | – | 0.03% | 146 |
|
|
2018
Q4 | $113K | Hold |
555
| – | – | 0.03% | 143 |
|
|
2018
Q3 | $130K | Buy |
555
+216
| +64% | +$50.6K | 0.03% | 147 |
|
|
2018
Q2 | $71K | Hold |
339
| – | – | 0.02% | 235 |
|
|
2018
Q1 | $64K | Buy |
339
+115
| +51% | +$21.7K | 0.02% | 241 |
|
|
2017
Q4 | $42K | Sell |
224
-78
| -26% | -$14.6K | 0.01% | 198 |
|
|
2017
Q3 | $50K | Buy |
302
+78
| +35% | +$12.9K | 0.02% | 183 |
|
|
2017
Q2 | $36K | Hold |
224
| – | – | 0.01% | 207 |
|
|
2017
Q1 | $38K | Sell |
224
-73
| -25% | -$12.4K | 0.02% | 185 |
|
|
2016
Q4 | $48K | Buy |
+297
| New | +$48K | 0.03% | 179 |
|