LBWM
Left Brain Wealth Management’s Costco COST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.35M | Buy |
5,402
+161
| +3% | +$159K | 1.88% | 21 |
|
|
2025
Q1 | $4.96M | Sell |
5,241
-55
| -1% | -$52K | 2.16% | 16 |
|
|
2024
Q4 | $4.85M | Sell |
5,296
-4
| -0.1% | -$3.67K | 1.83% | 18 |
|
|
2024
Q3 | $4.7M | Buy |
5,300
+38
| +0.7% | +$33.7K | 2.19% | 13 |
|
|
2024
Q2 | $4.47M | Buy |
5,262
+27
| +0.5% | +$23K | 2.09% | 14 |
|
|
2024
Q1 | $3.84M | Sell |
5,235
-21
| -0.4% | -$15.4K | 1.86% | 22 |
|
|
2023
Q4 | $3.47M | Buy |
5,256
+2
| +0% | +$1.32K | 2.01% | 19 |
|
|
2023
Q3 | $2.97M | Sell |
5,254
-147
| -3% | -$83K | 1.85% | 19 |
|
|
2023
Q2 | $2.91M | Sell |
5,401
-280
| -5% | -$151K | 1.77% | 20 |
|
|
2023
Q1 | $2.86M | Sell |
5,681
-101
| -2% | -$50.8K | 1.94% | 16 |
|
|
2022
Q4 | $2.64M | Buy |
+5,782
| New | +$2.64M | 1.98% | 20 |
|